What Suze Orman Isn't Telling You

Can You AFFORD to Repeat Your Parents' Mistakes?

How much money will you owe the IRS when you retire? More than you think! All of your adult life, you have been encouraged to defer taxes; the HR Director enrolled you in the company 401(k) plan, your CPA recommended max funding a Traditional IRA and when you complained about paying too much income tax, your financial advisor suggested you invest in a tax-deferred annuity. Listen up! Deferring income tax does not solve any problems. In fact, it creates problems. Do you realize that every time you make a contribution to a tax-deferred account you are attaching a blank check signed by you and payable to the IRS? It’s sad, but true! By contributing to a tax-deferred account, you are authorizing the IRS to charge whatever tax rate they want to charge on that money when it is withdrawn. What’s worse is that there is another blank check signed by you and payable to the IRS attached to every dollar your dollar earns inside of a tax-deferred account!  Does this upset you? It does me and frankly, I’ve had enough!


“What Suze Orman Isn’t Telling You” addresses the myth of tax-deferral as well as other financial myths in an effort to open the mind of the investor to an alternative that when properly designed and implemented has the power to reduce fees, minimize taxes and protect assets. With the largest segment of our population facing retirement, this book provides insight on how to right the wrongs of the various financial celebrities you have listened to over the years. You will quickly learn that market returns are not investor returns and that the retirement projection your financial advisor prepared is probably not worth the paper it was written on.


You can’t afford to lose money and you have to make sure the money you do have works as hard as you do.  In “What Suze Orman Isn’t Telling You”, you will discover an investment alternative with no contribution limits, no income limits, no market risk, no liquidity restrictions, and no income taxes.  With an open mind, you can get your Life and Retirement Plans back on track.

Retirement Planning Tips

Click here to read an excerpt.

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