Click Here for Giveaways & Coupon Codes
Tax-Free Retirement by Patrick Kelly is reviewed by our guest writer Dan Ruger.
What could I possibly stay away from, given my pretty busy day, to read about retirement? Tax-Free Retirement seemed like a boring lecture at first glance, but given the shroud of laudatory snippets that haloed the book I opened it and went with it to the end. An emotional roller coaster, an eye-opener, and far away from a novel, the numbers the book gives are daunting as is the realization of financial ignorance. I would look at it as a confrontation between Goliath and David, and David’s not winning. Not now, not ever. However, there’s a way to make David survive and keeps Goliath at peace as long as there is tribute.
And there’s where Patrick Kelly comes in with his book and shows us, the Davids, how to keep most if not all of our tribute from being hoarded by Goliath, the mask that hides Uncle Sam. That being said, you have a pitch for life insurance beautifully laid in front of you. Nothing wrong with that; even more, it is presented as an investment due to the generally unknown tax benefits of a well written life insurance policy. The author – who drew policies of this sort in his career – fairly cautions the reader on getting advice from reputable firms and agents in order to have a well put together plan and not just satisfy the sale figures of some avid business.
How appropriate this is, given today’s economic quagmire. And although the interest rates cited in this book are just memories of a better past, we still have to think of our financial future. All in all, “Tax-Free Retirement” needs to be read; it helps paint the big picture and gives a unique and viable perspective on your financial past, present and future.
Want to win your own copy of the National Best-Seller “Tax-Free Retirement”? Carp(e) libris reviews is giving one away!
Rules for Entry:
1.) Just visit the Tax-Free Retirement site and tell me something you learned about Patrick Kelley’s book. (You may enter once a day – following entries don’t require you to answer the question.) Remember, leave an interesting comment. If I cannot contact the winner, you might be chosen instead based on your comment.
2.) Email subscribers get an extra entry for as long as their subscription is active.
Already a subscriber? Leave me a separate comment on this post to let me know you’re interested in this giveaway.
Want to subscribe? Just enter your email address in the “Subscribe” box on the left. (Please make sure to verify your Feedburner subscription by responding to the email they send you. If you do not receive it, check your junk mail. Only verified subscriptions are entered for all the giveaways.)
3.) Blog about this giveaway on your blog with a link back to this post. Come back and leave me a Comment with a link to your blog post. (If your comment doesn’t show up right away, don’t worry – I may have to approve it first. My blog might think it’s spam but gosh darn, I certainly don’t!)
4.) I’m feeling Twittery. If you Twitter a link to this giveaway, come back and comment here to let me know your Twitter name for another entry! (I’m dkmommy if you want to follow me.)
Feel free to do all four to gain several entries to win! You have until midnight EST on Wednesday, February 18, 2009, to enter.
Check out all current giveaways for both my blogs here.
I learned that its very readable – lots of the reviews said they couldn’t put it down, even staying up all night. Not all non fiction books are like that! Thanks for the chance!
I just became a subscriber – thanks for the great blog and giveaway!
Follow-up entry:
I’d like to learn more about this plan.
A simple read – that’s what I need.
count me in
Thank you for a great giveaway. I learned that Rave reviews from both industry professionals and their clients have rocketed this book to National Bestseller status in just a few short months. Very nice. Thank you!
tatertot374@sbcglobal.net
well, if the reviewers say that the average joe should be able to understand it, then I would like to give it a try!
sarah bs last blog post..videos
I learned that it makes retirement easy.
happy sunday!
Tax free is always good for the wallet.
Please accept this as my entry for February 15, 2009… Anything tax free is good, especially after seeing how badly my tax dollars are being used at times by the government. Thank you!
It is a best seller
I’d like to read this book. Thanks.
I learned that the book has received great reviews from professionals and their clients. It has also become a bestseller in a few short months.
Best-selling help at hand.
happy monday
Valerie Ms last blog post..SimplyStacie Twilight Giveaway 3/1/09
Follow up: I’m all for saving money!
it became a best seller in just a few months!
Please accept this as my February 16, 2009 entry… Thank you!
I am a subscriber; retired and would love to read tax-free!
I would love to know how to fetire early
I would love to retire early who wouldn’t.
my monday entry
Mondays entry. Thanks.
it’s shocking a book like this became a best seller in just a short time. Definitely seems like something everyone should read though.
it’s amazing how it became a best seller in a few months
Looks like this is easy to read. One reviewer had his 13 yr old read it, and another said he had only a 6th grade education.
I learned that people from all ages can really benefit from reading this and that parents were making their children read it!
i learned that professionals like it – if thats the case it must make some good points
Great for planning.
happy tuesday
That it’s a National Bestseller!!
When you mentioned financial ignorance above I thought that I really need to read this book! Thanks!
Please accept this as my entry for February 17, 2009… Thank you!
my tuesday entry
DVDs are also available!
learned of its National Bestseller status
I learned that DVDs are also available.
I tweeted your giveaway! (My username is @ThriftyJinxy)
i love that its easy to understanf for the average Joe
I am keenly interested in this precise material. I’ve been contacted by numerous representatives who have vastly different approaches and each with an objective in MY “best interests”
How to keep what’s yours YOURS.
happy wednesday
Please accept this as my entry for February 18, 2009… Thanks!
He also has a DVD workshop available.
I’m also a subscriber.
I twittered a link too. (Coupon8)
I learned that the book gives you a life-time knowledge of permenent life insurance in a five hour presentation. It becoma a bestseller in a few months.
It became a best seller in a few months.
My husband just turned 64! With our luck things will be differentt in this “Obamanation”!