As the following Amazon reviews of Dan’s award-winning and highly-rated book show, the course materials will help many people preparing for or in retirement develop winning strategies to get more bang for their retirement bucks.
Avoiding the little understood pitfalls of retirement withdrawals
Reviewed in the United States by Nancy P. on February 16, 2023
“This book is a field guide for retirees who, in this economic climate, have to be so careful with their retirement funds. Dan McDonald walks you through a strategy that he explains clearly, so you don't need to be a CPA to understand it. I am retired and have implemented his suggestions and benefitted from the tax savings. He has developed the Retirement Tax Saver, which I highly recommend you check out at retirement taxsaver.com.”
An excellent retirement strategy and tax saving tool
Reviewed in the United States by Amazon Customer on August 10, 2023
“Mr. McDonald did an excellent job of describing the issues that retirees must think through from a tax standpoint before they retire. My wife and I were struggling with how to set up a withdrawal strategy, and his book hit the sweet spot of developing a plan for us. We were able to use the tax saving tool very easily and use alternative scenarios to see what the best tax savings strategy would be for our situation.
His book provides excellent guidance, and is a quick and easy read.”