Jack Phelps, founder of The Relaxing Retirement Coach, answers the question: ‘when we need money from our investments, how do you determine where we should draw it from’?
Wellesley, MA –December 26, 2013 – Jack Phelps, founder of The Relaxing Retirement Coach, a Retirement Coaching company, recently published an article on his website (http://www.theretirementcoach.com) outlining ways to free up funds in the most tax efficient manner, i.e. have you pay the least amount of taxes you’re legally obligated to pay in the process.
In his article titled “Year End Withdrawal Strategies”, Jack Phelps writes, “This is something that’s possible for you, but only if you follow the formula and you have all the necessary information in front of you. Paying more taxes than you’re legally obligated to pay is not an act of patriotism. It’s laziness! Take control in places where you still can!”
The Relaxing Retirement Coach, Inc. provides their members with the ‘missing structure’ they need to make a seamless and relaxing transition to their retirement years so they can confidently do everything they want to do without worrying about money. Their Relaxing Retirement Coaching Program™ provides members with a personalized, one-on-one retirement coaching relationship with constant attention to each and every detail necessary for them to consistently enjoy a relaxing retirement experience.
The entire article can be found here.
To learn more about The Relaxing Retirement Coach, Inc., please visit www.theretirementcoach.com.
About Jack Phelps
Prior to developing The Relaxing Retirement Coaching Program™ back in 1994, Jack spent five years as a registered representative with Prudential Financial Services. In 1989, Jack graduated from Holy Cross College in Worcester, Massachusetts with a B.A. in Economics.