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(More customer reviews)I saw Mr. Lucia do a presentation in 2003 and retired with his office. He placed my money in a buckets strategy. Bucket one was a single premium immediate annuity, bucket two was a seven year indexed annuity from ING, and bucket three was a managed account from SEI. Bucket two was supposed to grow and replenish bucket one but the growth was not as expected. No problem he said, we will add a nonliquid REIT to your third bucket and start taking some of income from the reit. Then he ended the relationship with the rep in my town and the RJL office was closed. Doing more research I have found that he has consistently increased the length of his bucket strategy. This to me means it is not working as expected. Obviously his business strategy has not worked if he has closed offices around the nation. My advice, find a financial advisor that does not spend a ton of money marketing and uses a time tested strategy, not some fadish marketing scheme.
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Most investors spend too much time trying to outguess the market and not enough time thinking about their long-term financial futures. That\'s why today\'s retirees (and soon-to-be retirees) need strategies, not stock tips. Nationally recognized Certified Financial Planner®, radio talk-show personality, and author Raymond J. Lucia shows you little-known concepts that can fatten your savings and boost your standard of living in retirement.
In an easy-to-understand and often humorous style, Lucia details how ideas such as nontraded real estate investment trusts, 72(t) elections, and equity-indexed annuities can give you, the investor, a leg up on the path to retiring in comfort and safety. Lucia brings his 30 years of experience to bear in revealing how and when to tap your retirement plans, ways to use your home as a source of retirement dollars, and how to lower taxes on appreciated company stock. He\'ll also explain how investing in low-income housing tax credits can help you tax-wise even as you assist others.
Filled with hands-on, in-depth insights and practical advice, this book will give you all the tools you need to win at the retirement game.
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