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My FREE Report, Book, and CD – TAX FREE RETIREMENT – reveal exactly how you can experience ZERO TAXES in retirement and overcome the IRS lien on your 401k, IRA, & 403b which threatens your future lifestyle.
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ABOUT THE AUTHOR:
Dr. Richard Pucciarelli is the President and Founder of Carolina Retirement Resources, Inc. He has over 17 years’ experience educating and serving retirees and pre-retirees on how to plan for and protect their financial future. Richard takes a comprehensive approach ensuring that all components of a client’s financial affairs work in collaboration, producing the best possible outcome. His areas of expertise include retirement planning, wealth accumulation, asset protection, income planning and 401k rollover and retirement account distribution.
Certified Tax Specialist (CTS) –September 2012 A CTS focuses on the impact of taxation on individuals, couples, families and business owners. The Institute of Business & Finance (IBF) provides training on a variety of taxation topics. Advisors holding this designation have sophisticated knowledge of the impact of tax regulations for individuals, business income, tax credits, itemized deductions, LLCs and S Corps, retirement plans and home businesses.
Certified Fund Specialist (CFS) – June 2011 A CFS designation focuses on the mutual fund industry. The Institute of Business & Finance (IBF) provides training in a variety of mutual fund topics, including portfolio theory, dollar-cost averaging and annuity topics. Advisors holding this designation have advanced knowledge of mutual funds.
Certified Annuity Specialist (CAS) – January 2011 The CAS designation focuses on the annuity industry. The Illinois Institute of Business and Finance (IBF) provides comprehensive training on the various types of annuity contracts including living benefits, compound interest issues and modern portfolio theory. Advisors holding this designation have advanced knowledge of annuity contracts.
Richard is an Investment Advisor Representative and a Licensed Insurance Professional. He has an A.A.S in Medical Technology, a Bachelors of Arts in Pre-Professional Biology, a Bachelor’s of Science in Human Biology and a Doctorate in Chiropractic Medicine. He is a Certified Annuity Specialist, a Certified Funds Specialist and a Certified Tax Specialist through the Institute of Business and Finance.
He also is an active contributor to Kiplinger Newsletter.
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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Carolina Retirement Resources are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
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