Mr. Luby is the author of the exciting 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 holds the Certified Financial Planner™ designation and is the founder of the Jagen™ family of companies. The Jagen™ designed private investment fund is a unique development in the planning field offering significant investment opportunities combined with tax efficiencies for clients with large IRAs and/or gift and estate tax concerns.
A highly regarded and effective speaker, Mr. Luby travels extensively speaking at national events educating the country’s top professionals on advanced planning topics. He consults for other professional advisors on advanced planning strategies for large IRAs and estates. For alternative asset sponsors and investment firms that market alternative assets, Mr. Luby consults 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.
Prior to founding Jagen™, he owned and operated a high end financial planning firm with a primary focus on wealth management and preservation strategies. He is an established expert in the areas of charitable gift planning, advanced corporate retirement plan design and management, alternative investment transactions using retirement funds and the special needs of successful business owners including advanced tax and estate planning strategies.