tax-free retirement

Tax-Free Retirement – Summary, Key Learnings, and Action Steps

Book Summaries, Index Universal Life, Retirement Planning
4 min read

Main Idea / Thesis Patrick Kelly’s Tax-Free Retirement challenges the conventional approach to retirement planning, warning that tax-deferred accounts (401(k)s,… Read More »Tax-Free Retirement – Summary, Key Learnings, and Action Steps

The Retirement Miracle

Book Summaries, Index Universal Life, Life Insurance
3 min read

Main Idea / Thesis Patrick Kelly’s The Retirement Miracle argues that most Americans are saving for retirement in the wrong… Read More »The Retirement Miracle