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The Road Less Taxed:
Take Back Control of Your Retirement Income

Many people have a portfolio. Far fewer have a portfolio that's built to hold up when tax laws change.

What is taxed, when it's taxed, and how it's taxed are all shifting as new leadership and new priorities come to power. If your retirement income strategy isn't accounting for taxes, you may have far less control over your assets than you think.

Written by an actuary, The Road Less Taxed can help you evaluate your current tax approach and make adjustments that put you back in control.

You’ll discover:

  • Why taxes may be one of the biggest risks you face in retirement, and how to evaluate your exposure
  • Where taxes could be heading long-term, and how to leverage today's lower rates
  • How to evaluate your current retirement approach and identify where adjustments may give you more control

The Road Less Taxed: How to Outsmart Washington and Take Control of Your Retirement

by Becky Ruby Swansburg and Neil Wilding. Foreword by Charles Welde, CPA, CFP®, Founder & Lead Advisor at The CP Welde Group

FAQs

What is The Road Less Taxed?

The Road Less Taxed is a retirement tax guide written by an actuary. It explains how changes in Washington affect retirement income, why many savers have less control over their assets than they think, and what strategies can help you regain that control.

Who is this book for?

This book is for people approaching or in retirement who want to understand how today's shifting tax environment affects their income and whether their current retirement approach is designed to withstand it.

Is the book really free?

Yes. The CP Welde Group is offering digital downloads at no cost as an educational resource for pre-retirees and retirees.

What does a fiduciary financial advisor do?

A fiduciary financial advisor is legally obligated to act in your best interest. Charles Welde, CPA, CFP® operates as a fiduciary, meaning his advice is built around your goals, not  driven by product sales.

How do I schedule time with Charles?

After downloading the guide, you'll have the option to schedule a complimentary consultation. There is no cost and no obligation.