The New Three-Legged Stool: A Tax Efficient Approach to Retirement Planning written by Rick Rodgers

About the Book
No one should have to face the challenge of retirement planning alone. With Rick Rodgers’ new retirement bookThe New Three-Legged Stool: A Tax Efficient Approach to Retirement Planning, no one will have to. Rick’s retirement book is like having one of the country’s top Certified Financial Planners in front of you… guiding you … offering volumes of invaluable insight to help you create a worry-free and comfortable retirement. From cover to cover you’ll find:

  • Actual case studies followed by Rick’s solutions and and additional tips, all culled from his nearly 30 years’ experience.
  • Rick’s coveted “Three-Legged Stool” approach to tax savings strategies that you can use NOW!
  • A complete section on understanding Social Security and how to reduce the tax on your benefits.
  • The three all-important steps you need to take to start early retirement planning.
  • Advice on keeping the IRS out of your estate.
  • Detailed steps to reduce – or even reverse – the tax mistakes you may have already made.
  • A how-to section on creating your own financial plan
  • and so much, much more!

Let Rick help you navigate a complex tax system and avoid making costly mistakes that can affect the quality of your retirement. This is a must-have retirement planning guide for anyone nearing retirement or already retired – presented in clear language, using real-life examples.

About the Author
Rick Rodgers, Certified Financial Planner (CFP®), Chartered Retirement Planner Counselor (CRPC®), Certified Retirement Counselor (CRC®), and member of the National Association of Personal Financial Advisers (NAPFA), is President of Rodgers & Associates in Lancaster, PA.

Rick’s expertise in the investment and financial advisory profession began with one of the big Wall Street firms in 1984. Twelve years later, he founded Rodgers & Associates as a way to concentrate on financial planning. His vision was to help families prepare for a worry-free retirement through the creation and conservation of their wealth. Today, as a leading retirement expert and personal wealth adviser to high net worth individuals, Rick provides integrated financial, tax, and investment strategies, retirement planning, executive compensation, estate and charitable planning.

In the past two years Rick has become a frequent guest on television, and various regional and national radio news programs, noted for his expert commentary on retirement planning and tax strategy. His articles have appeared in Wealth Manager, CPA Magazine and Medical Economics, and he has been quoted in the New York Times, Investment News, and Smart Money, among others. As a professional speaker and presenter Rick has stood before diverse audiences to discuss retirement and financial planning issues.

A committed Christian who cares about his community, Rick is active in his church and has volunteered as a Mortgage Counselor for Tabor Community Services. He currently serves on the finance committee of the United Way of Lancaster County and recently finished a term on the Board of Directors for Rick and his wife Jessy live in Lancaster, PA. They have four adult children and several grandchildren. His hobbies include golf and boating on the Chesapeake Bay.

My Review
As a young stay at home mom of two, retirement planning hasn’t really crossed my mind – at least not for another thirty or forty years. But as the economy plays out each day, the stock market goes up and down, and our own bank account seems to get slimmer by the minute…I can’t help but wonder if retirement is something that we could ever do.

When I read The New Three-Legged Stool by Rick Rodgers, I was very surprised to find how many hardworking, and financially stable families were actually penalized for NOT following the many rules of the IRA. Some having to pay more than half of what they had “put away” for retirement.

What’s really nice about Rodger’s book is that he will show you how to balance between the three ”legs,” or components, you will need to create the most tax-effective financial structure:

  • Leg One, Tax-Deferred Savings Strategies
  • Leg Two, After-Tax Savings Strategies
  • Leg Three, Tax-Free Savings Strategies

Plus, you learn about the all-important Retirement Distribution (R/D) Factor, which includes Social Security and Estate planning. At the end of the day, it’s what you and your family get to keep that counts. I can only hope that after reading this book, and educating my family about to establish a good retirement plan, that we will be ready when that day comes. Have you started thinking about retirement yet?

To learn more about this book, you can visit the author’s website, follow the author on Twitter, and/or purchase it for yourself via

Post published by Melissa Roach, our Product Review & Giveaway Specialist.
Melissa is a Full Time Mom & Blogger HERE (please check out her blog!)

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