Tax Diversification and Retirement*

What every Retiree Needs to Know

Author Patrick Kelly

Welcome to TDR.

I’m Patrick Kelly, author of six best-selling* books on retirement investing. And I’ here to share my knowledge, along with trusted partners who can help you. Our passion is to educate people near and in retirement to guide them through the very complex world of retirement investing. A key strategy is to mitigate your tax bill so you can maximize INCOME in retirement to enjoy your most fulfilling life. It’s not unusual for retirees to pay 30%, or more, to taxes. Imagine how your life might change if you kept 10 or 20%, or more, of your hard-earned money?

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“Tax deferral allows growth today, but future tax rates in retirement remain uncertain. Diversifying tax buckets can help manage potential tax exposure.”

Tax-Free Retirement

Just As Relevant Today As The Day It Was Published

Find out how it truly is possible to ACCUMULATE MONEY THAT CAN BE ACCESSED TAX-FREE …but only if it is done properly.

500+

Highly Rated Reviews

500,000

Copies In Print*

The TDR Tools

Discover Advanced Strategies for Mitigating Tax Liabilities

  • The effect the recent tax changes could have on your retirement income strategy.
  • Possible increasing tax risk in the future and what that means for your retirement.
  • Potential impact of taxes on retirement income through reduced deductions and higher-than-expected brackets.

  • Strategies for mitigating tax risk in retirement through tax diversification.*

  • The six fundamental planning considerations and how they apply now and in retirement.

Manage Your Tax Bill and Make The Most of Your Income

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*Tax diversification strategies and IRA/Roth conversions carry specific tax implications. Pursuant to IRS Circular 230, this information is not intended as specific tax or legal advice. Consult a qualified CPA or tax attorney.

*The “best-selling” designation is based on the cumulative volume of books sold through individual consumer purchases and bulk professional distribution rather than a specific third-party editorial list. This title refers solely to the commercial popularity of the author’s educational works and does not imply superior investment performance or specific financial results.

*The ‘500,000 copies in print’ metric is based on the cumulative volume of books printed and distributed through individual consumer purchases, retail sales, and bulk professional distribution by Simplicity Group and its partner affiliates. This figure refers solely to the commercial popularity and distribution volume of the author’s educational works and does not imply superior investment performance, specific financial results, or endorsement by any regulatory body.

*Tax diversification strategies and IRA/Roth conversions carry specific tax implications. Pursuant to IRS Circular 230, this information is not intended as specific tax or legal advice. Consult a qualified CPA or tax attorney.