Coming soon! A new book by Kara Stewart, CLTC®
The Silent Partner
Why the Government Has a Stake in Your Retirement and What You Can Do About It
Join the waitlist and reserve your free copy.
"The tax code is written in pencil, and Congress has a giant eraser they can wield any time they choose."
-Kara Stewart, CLTC®
From Kara Stewart, CLTC®, author of "Put Power in Your Purse" and voted a Finalist for Top Financial Advisor in Sonoma County.
You did the saving exactly right...
Here's the Piece Almost Nobody Shows You!
I get it... a book about taxes isn't exactly everyone's favorite topic! But here's the thing: Everything you were told about saving for retirement wasn't wrong... it was incomplete.
"Tax-deferred" does not mean tax-free. It means tax-later... and you postponed that bill to a day when someone else gets to decide the rate.
(This isn't political... it's math!)
That's the part almost nobody explains, and it's exactly why I wrote "The Silent Partner." This isn't about fear. It's about strategy! Every chapter tells you up front how long it takes to read, and not one of them requires a finance degree.
A few of the questions we'll answer together inside:
How your "silent partner" got a seat at your table in the first place... without ever signing a thing
Which of your accounts he's quietly rooting for... and why the other two matter so much
The window many folks have in their early retirement years to shrink his share... and how to tell if you're standing in it
What "buying out" your silent partner actually means (hint: it's simpler than it sounds!)
Because it was never really about how much you saved... it's about how much you get to keep!
The book is almost here, and the waitlist is how you get one of the very first copies... complimentary, of course!
"Thank you, Kara!"
"Kara asked us what we wanted in retirement and after listening to us she explained our options in detail and in easy to understand terms. After modeling different scenarios with her, we were able to make well informed decisions. As a result, our assets are protected from market volatility, we reduced our taxes and generated additional retirement income! Thank you, Kara!"
-Dave & Darlene Puentes
"My passion is to F.O.C.U.S. on helping you create the retirement you dream of and deserve, so you can FOCUS on what matters most in life!"
And part of that means introducing you to the partner almost nobody talks about at retirement time... your "silent partner."
He never worked a single one of your long days. He never gave up a vacation to save a little more... and yet he still owns a piece of your nest egg!
(Yes, I mean Uncle Sam. And no, this isn't political... it's planning!)
Which is exactly why I wrote this book, and why I want to make it available to you at absolutely no cost.
Retirement planning looks much different than it did just a few short years ago, and "The Silent Partner" will help you understand exactly what that means for your nest egg.
In this book, I've compiled decades of my experience in the financial services industry to show you:
Why the government has a stake in your retirement in the first place
The six seats at your retirement table... and why your silent partner is sitting in two of them
How the size of his slice actually gets decided, and why it hasn't been decided yet
What you can do about it, in plain English
And much more...
So when you're ready, simply add your name to the waitlist. The moment the book is released, I'll send you a link to claim your complimentary copy... and you can begin your journey to financial peace of mind!
-Kara Stewart
Who the Strategies in the Book Are For...
Retirees
Those with a 401(k) or IRA
Those who have not started retirement planning yet
Those who have already built up retirement assets
High net worth individuals
Business Owners
Executives
W-2 employees
Individuals looking to maximize gifts to charity and/or heirs
And more...
Make sure to get on the list to receive your complimentary copy...
Your future self will thank you!
