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Positioning 4 Retirement: Taking Control and Planning Wisely for Your Future, by Mark S. Cardoza
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People are more afraid of running out of money in retirement than of dying! Mark Cardoza's Positioning 4 Retirement: Taking Control and Planning Wisely for Your Future lays that fear to sleep.
Having worked with individuals of various ages and differing circumstances, Cardoza knows to ensure a bright retirement, people want to:
- minimize taxes
- protect assets from the government's reach
- prepare for medical care and emergencies
- have funds for a fun-filled, carefree life
- provide for loved ones or special causes
Cardoza makes complex topics clear and retirement planning accessible for all. He begins with overviews of options, explains their impacts in different situations, and ends with reviews in each chapter to ensure firm understanding. Articles on specific topics allow the reader to delve into more detail for fuller comprehension. Finally, he provides online worksheets to get readers starting the planning process.
Your secure future begins with learning your options and their impact on you in Mark Cardoza's Positioning 4 Retirement.
- Sales Rank: #2547741 in Books
- Published on: 2015-05-05
- Original language: English
- Dimensions: 9.00" h x 6.00" w x .75" l, .86 pounds
- Binding: Paperback
- 227 pages
Review
Positioning 4 Retirement is an excellent analysis of the pros and cons of having a retirement plan. Mark Cardoza has written the only treatise I know of that discusses the hazards and potential pitfalls of having a qualified retirement plan. This book should be read by everyone who has an IRA. Well worth the reading. --Rick Solano, CPA, MST Former Supervisory IRS Agent, The Power of a Millionaire Mentality
Positioning 4 Retirement is an excellent guide for navigating the various issues encountered when preparing for retirement. It is with great pleasure that I most highly recommend this outstanding text. --Mary J. Phelan, CPA, MBA, MA Former IRS Revenue Agent
About the Author
Mark Cardoza is the founder of the Retirement Education Resource Center of North America, Inc. He is a licensed life and health insurance agent, certified in long-term care, trusts, and estate planning. Working with CPAs and attorney's, he provides optimal solutions for his clients' needs. He and his wife, Janice, live in Easton, Massachusetts, where they raised their three children.
Most helpful customer reviews
0 of 0 people found the following review helpful.
It's a great read, packed with beneficial information and steps to ...
By Kris
Mark Cardoza has managed to relay large concepts with ease, allowing the reader to become engaged quickly. He covers key areas in retirement planning, then designates a chapter tying it all together. The power in this book helps the reader to prepare and have a more effective conversation with their financial professional. In addition, access to the worksheets take the guesswork out of the mix and provide the framework to move forward. It's a great read, packed with beneficial information and steps to help you actually get things accomplished.
0 of 0 people found the following review helpful.
An Excellent Read!
By Thomas J Whalen
An excellent read! Mark's book takes an extremely important topic, that can be painfully complicated and cumbersome for many, and presents it in an easily understandable, interesting, and fun to read format. He includes excellent review questions at the end of each chapter to enhance the reader's participation and retention of the important details he presents. I will be recommending this book to anyone who is struggling with planning financially for retirement!
0 of 0 people found the following review helpful.
Positioning 4 Retirement is a comprehensive retirement planning book that ...
By lisa hoener
Positioning 4 Retirement is a comprehensive retirement planning book that takes a unique approach. Mark Cardoza breaks down every aspect of retirement planning and explains it so that anyone can understand. This is a must-have book for pre-retirees, retirees, financial planners, along with attorneys and CPAs.
-Karl H.
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