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New Book By Leading Tax Arbitrage Expert Shares Secrets of Financial Planning for Retirement

NEW YORK, April 18, 2017 /PRNewswire-iReach/ -- Matt Zagula, a leading expert in tax and actuarial arbitrage, today announced the publication of SMART Retirement: Discover The Strategic Movement Around Retirement Taxation™ (available May 2017). The book is published with ForbesBooks, the exclusive business book publishing imprint of Forbes Media.

In SMART Retirement, Zagula describes the Strategic Movement Around Retirement Taxation™, a retirement planning process known as SMART retirement. These techniques—developed by the author—aim to achieve the greatest net after-tax retirement income possible by limiting postretirement taxation and building a retirement plan that will thrive in all market conditions. This systematic approach to financial planning helps hard-working people and business owners reach their lowest legal tax rate and deploy their tax savings into SMART tax-exempt assets for the future.

"This book is dedicated to questioning the financial sense in believing we can continue to solve new-world problems with the same old answers," said Zagula. "At the end of the day, we all want to secure a better financial future for ourselves and our families. That's what SMART is ultimately about. It's about good, old-fashioned smart planning for a tricky new economic outlook."

In addition to these concepts, SMART Retirement discusses:

  • How to use tax arbitrage to dramatically increase retirement income without risk
  • Ways to reduce the amount of money given to the IRS during retirement
  • How Warren Buffett continues to grow his wealth through an actuarial concept called float and how to integrate a similar approach into your own finances
  • The three dates that forever changed the face and future of the American retirement system and how to use this knowledge to protect your money

The book SMART Retirement is available only through advisors trained in this form of tax diversification and actuarial advantaged planning. Visit SmartRetiree.com to find an advisor in your area. 

About Matt Zagula

Matt Zagula's unique career has spanned decades, evolving from a very early adopter and pioneer in income planning to creating a distinctive practice model and level of notoriety in the industry. This led to the acquisition of his firm by the publically traded financial conglomerate National Financial Partners. In 2008, when the market dropped, he purchased the firm back and it remains independent to this day. Zagula is the author of several books on financial planning, and presently he serves as a go-to resource for advisors, accountants, and legal experts across the country who are seeking to adopt SMART concepts. With his help, they're able to better serve their client's tax reduction and wealth creation needs. For more information, visit zagulamanagement.com.

About ForbesBooks

Launched in 2016 in partnership with Advantage Media Group, ForbesBooks is the exclusive business book publishing imprint of Forbes Media, the 99-year-old global media, branding and technology company. ForbesBooks offers business and thought leaders an innovative, speed-to-market publishing model and a suite of services designed to strategically and tactically support authors and promote their expertise. For more information, visit forbesbooks.com.

Media Contacts

Aaron Gurskey, Zagula Management, aaron@zagulamanagement.com

Jonathan Falkenburg, ForbesBooks, jfalkenburg@forbesbooks.com

Media Contact: Aaron Gurskey, Zagula Management, 304-723-3455, aaron@zagulamanagement.com

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