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Daniel Rondberg

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No Stone Left Unturned: How to Cash In On This Hidden Treasure in the Tax Code (That Can Save You Hundreds of Thousands in Retirement) Kindle Edition

by Daniel Rondberg (Author) Format: Kindle Edition

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Learn the secret power of the most overlooked provision in the tax code.

This is a tax-free privilege, that less than 10% of financial professionals and the public know about, understand, or use properly.

If you want to learn how to refinance your taxable and after-tax retirement to a potentially tax-free retirement, keep reading. The largest threat to the Baby Boomer’s retirement is not having enough money to enjoy the lifestyle they have become accustomed to.

“There are a lot of variables that people don’t look at when retiring; variables like: what the interest rates will be, what the tax rates will be, inflation and whether or not your 401K will provide for your retirement. Longevity will be the most serious of these challenges. There ARE solutions and they are hiding in plain sight.”

– Tom Hegna, author of Paychecks and Playchecks

Here are some of the hidden treasures you will discover in this ground-breaking book:

How a little-known provision allows you to transfer the exact amount of tax-free wealth to yourself at the precise time that you need it.
The step-by-step method you can use to analyze your scenario in order to establish and take advantage of the IRS’s greatest provision to make sure that your retirement is secure.
A report that shows 70% of retirement plans will fail due to new problems and developments as a result of Covid-19 because of this significant oversight.
How to take hundreds of thousands of dollars currently earmarked for the IRS and redirect it back into the hands of you and your family.
How everyone can use this tool for a greater impact and greater income.
And More!

No Stone Left Unturned will teach you how to deal with a combination of two of the most significant retirement risks occurring simultaneously and how to use Life Insurance to neutralize these risks.

This is a book for insurance agents, financial advisors, CPAs, and the general public. It will unearth this tax-free privilege so you can leverage its tremendous benefits for your retirement.

If you’re ready to change your financial and retirement future for you and your family, then click the BUY NOW button and let’s begin this new journey.

Print length

130 pages
Language

English
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On Kindle Scribe
Publication date

May 30, 2020
File size

1498 KB
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Product details

ASIN ‏ : ‎ B089G4YVM2
Publisher ‏ : ‎ (May 30, 2020)
Publication date ‏ : ‎ May 30, 2020
Language ‏ : ‎ English
File size ‏ : ‎ 1498 KB
Simultaneous device usage ‏ : ‎ Unlimited
Text-to-Speech ‏ : ‎ Enabled
Screen Reader ‏ : ‎ Supported
Enhanced typesetting ‏ : ‎ Enabled
X-Ray ‏ : ‎ Not Enabled
Word Wise ‏ : ‎ Enabled
Sticky notes ‏ : ‎ On Kindle Scribe
Print length ‏ : ‎ 130 pages

Best Sellers Rank: #814,370 in Kindle Store (See Top 100 in Kindle Store)
- #47 in Life Insurance (Kindle Store)
- #51 in Business Insurance (Kindle Store)
- #53 in Risk Management (Kindle Store)

Customer Reviews:
57

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Daniel Rondberg

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Daniel Rondberg

Daniel Rondberg (born 13 December 1989) is an American serial entrepreneur, author, and keynote speaker. He is best known for his bestselling books No Stone Left Unturned, Retirement Simplified, and Pay Off Your Mortgage. Rondberg is the founder of The Rondberg Companies under which he operates Cass & Spence Publishing, and Advisors to Authors.

Rondberg is regarded for his clear-cut style of writing and storytelling that focuses straight on the core concepts of financial strategies on tax reduction and retirement security. He was listed in Yahoo Finance’s top ten entrepreneurs of 2021 in February 2021.

Rondberg has been featured in several media outlets including Forbes, CNBC, and New York Times, The financial Magazine, and others. He has also appeared on multiple radio shows, YouTube channels, and podcasts.

Early Life and Education

Rondberg was born in 1989 in Arizona. While growing up, he was influenced by his father's work as an insurance agent with Nation's First Financial. Later, this also served as a major motivation for him to join the industry.

Career

Rondberg started his career in 2012 when he joined JPMorgan Chase as a relationship banker and small business specialist. After working for a year at this firm, he joined the family business in 2013 and took his career to another level. He has been working for over eight years at this firm, during which Rondberg has acquired national attention as a tax reduction and retirement income specialist.

In 2018, Rondberg started working at Life Hacks as an Annuity Agent Specialist. A year later, he became an instructor at The Retirement Research Foundation, where he teaches multiple courses to financial professionals and pre-retirees.

In 2020, Rondberg established Cass & Spence Publishing and The Rondberg Companies. Cass & Spence Publishing focuses on providing educational and inspirational materials for children, entrepreneurs, and financial professionals. The Rondberg Companies is an umbrella firm that owns his retirement practice Generations, a company focused on wealth preservation, and a small publishing company that writes exclusively about retirement. In the same year, Rondberg also founded Advisors to Authors, a consulting firm known for its ghostwriting program for financial experts. The program covers everything from research, book writing, and Amazon launches to bestselling status.

Rondberg has sold his other businesses to focus all of his time and attention on serving his clients. He works as an agent at Nation’s First Financial where he prioritizes helping client’s find their purpose in retirement.

Rondberg also travels globally to host educational seminars for financial professionals and the general public covering a vast range of topics such as retirement security and tax-reduction strategies. Throughout his career, he has also worked as a blog writer contributing to the world-renowned economist Tom Hegna.

Books

Rondberg published his first book on June 12, 2020, entitled No Stone Left Unturned. This financial guide focused on a tax-free privilege hidden in the tax code. Following this success, he soon released Retirement Simplified and Pay Off Your Mortgage. Both of his books have become international bestsellers.

Personal life

Rondberg is married to Jennifer, and they have two daughters named Cassidy and Spencer.

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d loc

Insightful and useful read

Reviewed in the United States on June 7, 2020

Verified Purchase

I liked the way the book was written and the financial insights. The interview was particularly interesting for me. As a financial professional I am familiar with many different planning strategies and thought processes. The ideas presented through this book are not always easy to think about but when doing financial plans for my clients from now on, I will be sharing these points with my clients. The book will challenge you, and force you to recognize your own complacency within your own plan. Those of you who don’t have a plan... maybe it’s time to get one started. Excellent story telling helps convey complex ideas and the fact that solutions are presented to some pretty monumental problems is refreshing. Take an afternoon and read this book, it will help you retire with more money and more security.

6 people found this helpful

Helpful

Kindle Customer

Super helpful and informative book!!

Reviewed in the United States on June 4, 2020

Verified Purchase

I read No Stone Left Unturned because my parents are headed toward retirement age and I was looking for helpful info. The author is younger than I am and I wondered how he would know about best practices for retirement. Amazingly, he does! This is a quick read with many interesting stories and facts to temper the information about IRS and insurance information. I am going to recommend it to my folks. This book is a great find—important info!

2 people found this helpful

Helpful

Allen

This book is fantastic!!!!!!

Reviewed in the United States on June 5, 2020

Verified Purchase

I’m in my forties now, but I’ve always been interested in my retirement. When I was 18 or 19 a guy told me if I took every paycheck and subtracted 50 -100 and put it toward my retirement I’d be set, unfortunately I only thought about it and didn’t listen. But this book has a lot of great ideas in it that I never would’ve thought of. I literally learned something in the very first chapter about taxable and nontaxable income! Another point that I like about this book is that it has disclaimers throughout, explaining the risk and explaining about how this scenario might not work but “you might also still have options.” I also did a check on who did the forwards and they even checked out as very informative authors and renown marketers. The quick links in the e book were fantastic all of the websites worked flawlessly. I picked it up, it read smoothly and I’m going to give it another read, simply because there’s just too much information for me to digest.

7 people found this helpful

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An honest man

Timely!

Reviewed in the United States on June 5, 2020

Verified Purchase

No Stone left unturned is a very timely read. With the uncertainty in our society right now this is A valuable source of information on planning your future. I was able to gain much insight on how to navigate everything dealing with retirement and Taxes. Planning one’s retirement Can be a scary proposition but the author has successfully laid out I believe in an easily digestible manner of doing exactly that. Much appreciated! Truly no stone left unturned.

4 people found this helpful

Helpful

Stephanie Rondberg

This book is wonderful, and innovative

Reviewed in the United States on June 17, 2020

Verified Purchase

I just finished reading this book, and all I can say is wow. I have learned so many different useful things, that I will be sure to take advantage of. I can’t believe that I was able to acquire such a great product, for such an affordable price. The author seems like a reasonable and sensible businessman, and I look forward to future publications. 5/5 stars, and overall amazing product.

5 people found this helpful

Helpful

Mo

A must-read for anyone who wants to have a great retirement or help someone have one.

Reviewed in the United States on June 3, 2020

Verified Purchase

This was an excellent book. I enjoyed how it was not filled with anecdotes and filled with proven information that I plan to implement to help me take control of my money & retirement savings to have a better retirement and life. I would recommend this anyone interested in having tax free & worry-free retirement.

5 people found this helpful

Helpful

Amazon Customer

Really aimed aimed at insurance agents...

Reviewed in the United States on June 12, 2020

Verified Purchase

While I share the author's concern about the national debt, the long-term outlook for Social Security and Medicare, and future tax rates... I didn't need to read the notes for a sales pitch training seminar on whole life insurance accelerated death benefit riders to get a confirming opinion.

I'm just a member of the 'general public' - not an insurance agent or financial professional. While not right for me in my situation, I guess the various whole life insurance-related products referenced in this book may be right for some people. But the products do seem very complex and there's a lot of repetitious gum-flapping and hand-waving in this breezy book - which I found kind of annoying after awhile (the book probably could have been edited down to 50 to 75 pages and not lost any informative content)
And like my previous (albeit long ago) experience looking at whole life insurance - lots of talk about cash values and tax-free income with zero discussion of the total cost of such policies (premiums + fees and other expenses) I realize actual total costs will vary depending upon the company and the policy particulars but surely there could be some rough-order-of-magnitude range estimates provided

As it is, there's really not enough information presented for anyone in the general public to make a first-cut determination whether these products are a good deal and may make sense for them... which I guess may be by design.

23 people found this helpful

Helpful

ramblingrose8

A must read

Reviewed in the United States on June 30, 2020

Verified Purchase

This book is an excellent resource for anyone nearing their retirement. Clear, concise information presented in an easy to read format.