Retain Your Wealth™
A Fiduciary’s 10-Step Owner’s Guide to Keeping More of What You Built
Your biggest retirement expense never sends you a bill.
Retirement is priced in costs, not just returns.
You traded life for money for forty years. Now your money has to pay for your life, for your spouse, and for the people you leave behind. Two bills decide how much of it they will ever see: what you pay for advice, and the income tax already owed inside your retirement accounts. Almost nobody sends you either one. Retain Your Wealth™ keeps the same ten proven steps as its 2019 predecessor and rebuilds every one for today’s rules, including SECURE 2.0 and the 2025 tax law.
1,000 questions. Every one answered in the book, with the page number.Search them by keyword or by area of your plan →Plus: the Owner’s Worksheets, a glossary, Key Numbers for 2026, and full references.
- See your savings as a pile of real cash, and know whose share is whose
- Protect against large losses without being boxed in by a 60/40 mix
- Measure what advice costs you in dollars, for your whole retirement
- Pay the tax on purpose instead of on the government’s schedule
- Protect a surviving spouse and plan for “the ten years after”
- Plan for Social Security, Medicare, long-term care and declining health
The first two pages
From the Introduction: “Why I Wrote This Book Again.”
The ten steps
One family. Two paths. Same savings, same return, same spending. Only the way they paid for advice and handled their taxes changed what their family kept.
David and Sue Harper are a hypothetical composite household, followed through all ten steps. Not a projection of your results.
Read Step 1: Get Involved. You Are the CEO of Your Retirement.
The whole first step, 24 pages, with the contents of the full book. Tell me where to send it.
Two ways to get your copy
On Amazon
The 395-page paperback, delivered. Keep it on the shelf next to your statements.
Get the book on Amazon →RetainYourWealthBook.com
With an Honest Fee and Tax Review
One no-cost, no-obligation meeting that puts both bills in dollars: what you paid for advice last year, and the tax already owed inside your accounts. Your copy of the book is our thank-you.
Request a review →Or call 888-888-6001 and mention code IYR-RYW
The Honest Fee and Tax Review is offered by WealthKare.com, Inc., doing business as The WealthKare Investment Center, an SEC-registered investment adviser under common ownership with Elite Wealth Network, Inc., the publisher of this site and of Retain Your Wealth. The two are not independent. Registration does not imply a certain level of skill or training.
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