The Creators of Wealth With No Regrets Reveal in a Special Live Briefing the 5 Strategies for 401k and IRA Owners to Reduce Taxes and Boost Retirement Income

Barry H Spencer and Scott Noble top tax and wealth planning specialists reveal 5 strategies rarely revealed in public that reduce income and estate tax to benefit 401k and IRA retirement account owners resulting in more retirement income and greater certainty about what often remains a very uncertain retirement future. Retirement account owners will get practical real world insights and usable information for improving their retirement and future.

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Barry H Spencer

"As the co-founder of a family business who has taken these steps, I can highly recommend Barry Spencer's book."-Rich DeVos, co-founder of Amway, billionaire businessman, & owner of NBA Orlando Magic

Alpharetta, GA (PRWEB) March 27, 2014

Barry H Spencer and Scott M Noble two Atlanta entrepreneurs, financial educators, and tax and retirement planning specialists surveyed retirees and future retirees about their retirement plans and preparations. They discovered an overwhelming number of them live with uncertainties about the future.

Owners of IRA, 401k and other retirement assets are concerned about having enough as taxes continue to increase on retirement dollars, future costs of health, long-term care expenses and the rising cost of living.

Too many owners of retirement assets have done what they’ve been told is the right things to do, but now wonder if those decisions are doing to work when they need them to work the most – in retirement.

Planning for retirement is now the focus of the largest and most influential generation in U.S. history. With one American turning 60 every 7 seconds – that’s more than 12,500 people every day according to the U.S. Census – the Baby Boomer generation in overwhelming numbers entering their retirement years.

By 2030, those 65-plus will double to about 71.5 million and by 2050 it will grow to 86.7 million people.

This means the largest retirement population the country has every known. For retirees and those nearing retirement it means more questions being asked with fewer answers being found - leading to greater uncertainty.

Millionaire retirees are experiencing even greater confusion because what once seemed so simple – their life, paycheck and future – is now more complex.
As this generation searches for answers there is a growing recognition of few adequate answers being found.

“A big problem for retirees looking for answers is that the answers are being masked by a financial industry that speaks in ‘financial lingo’, a foreign language really. To create more retirement income and enjoyment, retirees need clear simple answers to their real-world questions” says Barry Spencer, creator of The Wealth With No Regrets Process.

Adding to the complex picture of preparing for and entering retirement is the growing complexity and burden of the tax law that now includes over 37 tax brackets. For instance, the top ten percent of income earners now bear 42% more of the federal income tax being paid.

Additionally, rising healthcare costs, and longer lifestyle needs have taken the fear of outliving their money in retirement to an all time high.

Spencer’s survey of retirees and future retirees revealed that not only financial but personal questions are going unanswered leading to incomplete planning or unexecuted wealth plans – adding fuel to the uncertainty pile.

Traditional planning methods – financial planning and estate planning – leave retirement asset owners wondering if they have done all they can to preserve and protect the hard-earned dollars they’ve set aside for retirement.

In his book, "The Secret of Wealth With No Regrets", Spencer provides his unique and unfortunate experience with a traditional wealth plan that didn't work out as his father hoped. It's a real-world perspective on the pitfalls and dangers of not doing all that you can to protect and preserve for the future.

Rick DeVos, billionaire businessman and owner NBA Orlando Magic says, “Too few wealthy people ask the bigger questions. As the co-founder of a family business who has taken these steps, I can highly recommend Barry Spencer’s book.”

Combining the personal wealth lessons described in Spencer's latest book to the research he and Noble have conducted, plus their personal wealth experiences, and their work with millionaire retirees and future retirees they have designed a special briefing that reveals the five most overlooked and under-utilized tax saving and income generating retirement strategies.

On Wednesday, March 5 in a new for 2014 special briefing Spencer and Noble are providing a free briefing for retirement asset owners. Attendees of this special briefing will learn the five proven strategies to increase income in retirement, how to access substantial income tax deductions, how to reduce and even eliminate income taxes on an IRA, and avoid the five wealth predators that steal away a freedom lifestyle.

There are limited seats available for the March 5 special briefing at 11:30 a.m. to 1:00 p.m. and 5:00 p.m. to 6:30 p.m. at The Marriott Hotel on Windward Parkway in Alpharetta, Georgia located at GA 400, Exit 11.

To reserve one of the free, but limited seats available visit http://www.ProvenRetirementStrategies.com. Interested inquires can also call the offices of The Barry H Spencer Companies at 678-278-9632.

Barry H. Spencer is a nationally recognized Author, Financial Speaker, Planned Giving Consultant, Entrepreneur and Wealth Planning Strategist. You may have heard Spencer interviewed recently on radio, including WAFS biz1190 and 680 WCBM. He has written for Pro Sports Wives magazine and appeared in Worth, MoneyShow, CBS MoneyWatch, and interviewed by ABC TV’s “Secret Millionaire” James Malinchak. He and his wife, Lori, and their two children live in Alpharetta, GA. On a personal note, Barry is passionate about retirement and wealth planning because of his father’s charge to take care of his wealth and mother which became a daunting task when his father’s wealth and estate plan failed, which led to financial and personal regrets.

Scott M. Noble, CPA/PFS, is a nationally recognized Speaker, Continuing Education Instructor, Dave Ramsey Certified Financial Coach and Wealth Planning Strategist who also educates his peers in the financial industry. He gives presentations to companies, nonprofits, and churches on shoring up money in the short-term for the bigger payoff in the long-term. He and his wife, Denise, and their three daughters live in Alpharetta, GA. On a personal note, Scott is passionate about retirement and wealth planning because of his personal experience of achieving a financial windfall which he then received incomplete advice on preserving and protecting it thereby losing most of the wealth he had created.


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