The complete guide for the short and long term retiree. The Guide explains planning requirements and goals, answers questions and provides dozens of examples, tips and planning ideas to maximize benefits for retirees, widows, survivors, divorcees and dependents.
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Bob Jennings is an Indiana licensed CPA, IRS Enrolled Agent and retired Certified Financial Planner. As founder and President of TaxSpeaker, Bob provides financial education worldwide to over 10,000 professionals annually, writes over 25 course books every year and consults with the media regularly. Bob also has founded 3 CPA firms in his 40 year career, retiring from 2 of them when sold to large firms and now operates a small firm in Jeffersonville, Indiana and Bradenton, Florida, having prepared over 10,000 tax returns during his career.
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