{"product_id":"path-to-success-daniel-martin-9798358196070","title":"Path to Success: Letting Taxes Guide Your Retirement","description":"As you may have noticed, there are a lot of factors to consider when preparing for retirement, and no shortage of ways to get there. So, how do you know which approach to take? \u003cp\u003e\u003c\/p\u003eFor starters, we believe it's best to work with professionals who have experience helping people retire every single day. Based in the Houston area, the Wehrly Group prides itself on being a one-stop shop for retirees and pre-retirees, offering guidance on a wide range of financial strategies, including taxes. While many financial professionals aren't licensed to talk about this critical topic, our CEO, Patrick Wehrly, is an enrolled agent admitted to prepare tax returns, and our firm's president, Daniel Martin, holds the Certified Tax Professional designation, allowing them to help clients retire in a tax-efficient manner. \u003cp\u003e\u003c\/p\u003eOver the years, you've likely accumulated a significant amount of savings between your investments, 401(k), and other financial vehicles, but the order you withdraw and use that hard-earned money can have significant tax implications. In Path to Success, Patrick and Daniel talk about some of the strategies they use to minimize retirees' taxes, along with other timely financial topics, including: \u003cp\u003e\u003c\/p\u003e- What you can do to account for longer lifespans \u003cp\u003e\u003c\/p\u003e- Ways to take Social Security and required minimum distributions as efficiently as possible \u003cp\u003e\u003c\/p\u003e- Potential risks that could pose problems for your retirement nest egg \u003cp\u003e\u003c\/p\u003e- And more! \u003cp\u003e\u003c\/p\u003eWith so much to consider, sometimes the journey to retirement can feel overwhelming, but as the saying goes, \"If you fail to plan, then youare planning to fail.\" So let's get started and put your finances on a \u003ci\u003ePath to Success\u003c\/i\u003e!\u003cbr\u003e\u003cbr\u003e\u003cb\u003eAuthor:\u003c\/b\u003e Daniel Martin,Patrick Wehrly\u003cbr\u003e\u003cb\u003eISBN-13:\u003c\/b\u003e 9798358196070\u003cbr\u003e\u003cb\u003ePublisher:\u003c\/b\u003e Independently Published\u003cbr\u003e\u003cb\u003eLanguage:\u003c\/b\u003e English\u003cbr\u003e\u003cb\u003ePublished:\u003c\/b\u003e 10\/21\/2022\u003cbr\u003e\u003cb\u003ePages:\u003c\/b\u003e 128\u003cbr\u003e\u003cb\u003eFormat:\u003c\/b\u003e Paperback\u003cbr\u003e\u003cb\u003eWeight:\u003c\/b\u003e 0.40lbs\u003cbr\u003e\u003cb\u003eSize:\u003c\/b\u003e 9.00h x 6.00w x 0.27d","brand":"Daniel Martin","offers":[{"title":"Paperback","offer_id":49167457911039,"sku":"9798358196070","price":11.99,"currency_code":"USD","in_stock":true}],"url":"https:\/\/www.whiterainbookhouse.com\/products\/path-to-success-daniel-martin-9798358196070","provider":"WR Book House","version":"1.0","type":"link"}