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A great book for clients with large IRAs as well as any professionals who advise those clients. Estate planning attorneys, CPAs, financial advisors and anyone else advising high net worth clients should all have a copy of this book! You will not find the information and advanced planning strategies in this book anywhere else!
- Kevin Mooney, Trust Officer
Mr. Luby’s book is an invaluable resource for every IRA investor or advisor. It gives one of the clearest and most understandable explanations — if not the clearest and most understandable explanation — on the tax rules and considerations that the pro-active IRA investor should take into account!
-Ami Givon, IRA and ERISA Attorney