Meet The Founder
Joe O. Luby III, CFP®
Mr. Luby holds a Bachelor of Science in Law and is currently pursuing his Juris Doctor. He maintains the Certified Financial Planner™designation and is the founder of the Jagen™family of companies. Previously, he owned and operated a high end financial planning firm with a focus on wealth management and preservation particularly in the areas of estate and tax planning. He is an established expert in the areas of advanced retirement plan design and management, alternative investment transactions using retirement funds and the special tax ramifications of such transactions.
Mr. Luby is the author of the exciting insightful book KEEP IT! Advanced Tax Strategies for IRAs. Designed for a wide audience, KEEP IT! breaks down complex tax issues into easy to understand solutions. The book contains detailed information on cutting edge IRA planning concepts not found anywhere else. Mr. Luby writes extensively and has been featured in such publications as IMCA’s Investments & Wealth Monitor, Financial Advisor, Investment Advisor, Journal of Retirement Planning, NAPFA Advisor, and more.
Mr. Luby, a highly regarded and effective speaker, has traveled extensively speaking at local, regional, and national events educating other wealth management and estate planning professionals on advanced planning topics.
Mr. Luby consults for other professional advisors on advanced planning strategies for large IRAs and estates. He also offers consulting services to alternative asset sponsors and investment firms that market alternative assets in the area of valuation adjustment strategies and opportunities including tax benefits inherent in the design and operation of many alternative investment vehicles such as hedge funds, non-traded REITs, and many others. Mr. Luby also serves as an expert witness and consultant to law firms handling cases involving these issues.