Jack Phelps, founder of The Relaxing Retirement Coach, notes that tax planning and investment planning must be performed simultaneously.
Wellesley, MA – June 10, 2012 – Jack Phelps, founder of The Relaxing Retirement Coach, a Retirement Coaching company, recently published a blog on his website (http://www.theretirementcoach.com) examining tax strategies. The blog, titled “Part II: Why Placement Matters” explains that proper investment allocations can substantially reduce a retiree’s tax bill each year.
Jack Phelps writes, “This is just another example of how critical it is to never make investment decisions in a vacuum at this stage in your life. You must be simultaneously thinking, ‘what vehicle should I invest in, and where should I position this investment in order to pay the least amount of taxes now and in the future?’”
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 blog can be found at http://www.theretirementcoach.com/blog/part-ii-why-placement-matters-3.php
To learn more about The Relaxing Retirement Coach, Inc., please visit http://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.