• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

Evergreen Small Business

Actionable Insights from Small Business CPAs

  • Home
  • Small Business FAQ
  • Monographs
    • Maximizing PPP Loan Forgiveness
    • Preparing U.S. Tax Returns for International Taxpayers
    • Maximizing Sec. 199A Deductions Monograph
    • Setting Low Salaries for S Corporations
    • Small Business Tax Deduction Secrets
    • Real Estate Tax Loopholes & Secrets
    • Preparing Form 3115 for the Tangible Property Regulations
    • Small Businesses and the Affordable Care Act (Obamacare)
    • Five Minute Payroll Monograph (2019 Edition)
    • Download Your Free Copy of the Thirteen Word Retirement Plan
    • Business Planning Workbook
    • Sample Corporate Bylaws
    • LLC Operating Agreement
    • Joining Our Affiliate Program
  • Our Bloggers
  • Free LLC Formation Kits
    • Alabama LLC
    • Alaska LLC
    • Arizona LLC
    • Arkansas LLC
    • California LLC
    • Colorado LLC
    • Connecticut LLC
    • Delaware LLC
    • Florida LLC
    • Georgia LLC
    • Hawaii LLC
    • Idaho LLC
    • Illinois LLC
    • Indiana LLC
    • Iowa LLC
    • Kansas LLC
    • Kentucky LLC
    • Louisiana LLC
    • Maine LLC
    • Maryland LLC
    • Massachusetts LLC
    • Michigan LLC
    • Minnesota LLC
    • Mississippi LLC
    • Missouri LLC
    • Montana LLC
    • Nebraska LLC
    • Nevada LLC
    • New Hampshire LLC
    • New Jersey LLC
    • New Mexico LLC
    • New York LLC
    • North Carolina LLC
    • North Dakota LLC
    • Ohio LLC
    • Oklahoma LLC
    • Oregon LLC
    • Pennsylvania LLC
    • Rhode Island LLC
    • South Carolina LLC
    • South Dakota LLC
    • Tennessee LLC
    • Texas LLC
    • Utah LLC
    • Vermont LLC
    • Virginia LLC
    • Washington LLC
    • West Virginia LLC
    • Wisconsin LLC
    • Wyoming LLC
  • S Corporation Kits
    • Alabama S Corporation
    • Alaska S Corporation
    • Arizona S Corporation
    • Arkansas S Corporation
    • California S Corporation
    • Colorado S Corporation
    • Connecticut S Corporation
    • Delaware S Corporation
    • Florida S Corporation
    • Georgia S Corporation
    • Hawaii S Corporation
    • Idaho S Corporation
    • Illinois S Corporation
    • Indiana S Corporation
    • Iowa S Corporation
    • Kansas S Corporation
    • Kentucky S Corporation
    • Louisiana S Corporation
    • Maine S Corporation
    • Maryland S Corporation
    • Massachusetts S Corporation
    • Michigan S Corporation
    • Minnesota S Corporation
    • Mississippi S Corporation
    • Missouri S Corporation
    • Montana S Corporation
    • Nebraska S Corporation
    • Nevada S Corporation
    • New Hampshire S Corporation
    • New Jersey S Corporation
    • New Mexico S Corporation
    • New York S Corporation
    • North Carolina S Corporation
    • North Dakota S Corporation
    • Ohio S Corporation
    • Oklahoma S Corporation
    • Oregon S Corporation
    • Pennsylvania S Corporation
    • Rhode Island S Corporation
    • South Carolina S Corporation
    • South Dakota S Corporation
    • Tennessee S Corporation
    • Texas S Corporation
    • Utah S Corporation
    • Vermont S Corporation
    • Virginia S Corporation
    • Washington S Corporation
    • West Virgina S Corporation
    • Wisconsin S Corporation
    • Wyoming S Corporation
  • Contact Nelson CPA
You are here: Home / Monographs / Download Your Free Copy of the Thirteen Word Retirement Plan

Download Your Free Copy of the Thirteen Word Retirement Plan

Picture of Thirteen Word Retirement Plan bookThe Thirteen Word Retirement Plan, which is a free monograph Steve wrote, provides a simple roadmap for joining the top ten percent of retirees.

You can download your copy of the free monograph by clicking this button. By the way, yes, I know the button says you will need to “purchase” the monograph. But you don’t actually pay money. The purchase price is $0.

View Cart

What Bernstein, Bogle, Dahle and Larimore Said

By the way… I asked a handful of financial writers and investment practitioners–including William Bernstein, John Bogle, James Dahle, and Taylor Larimore–to read this short book.

Here’s my alphabetical list of who said what.

“…If you’re looking for a concise, well-written, and stone-simple guide to saving for retirement, look no further than Steve Nelson’s fine booklet. This one small package contains all you’ll ever need to know; read, enjoy, and profit. Plus, you’ll sleep better, both before and after you retire.” — William Bernstein, MD, Best-selling author, investment adviser and physician

“…I agree with you on the importance of simplicity in investing (and in life!)… ” — John C. Bogle, Vanguard Group founder

“…excellent advice… surprising depth… not what you would expect in such a short piece aimed at rookie investors….” — James Dahle, MD, Publisher White Coat Investor “super blog”, author, and physician

“… I enjoyed reading your book.  It echoes my favorite theme, “Simplicity.”  You have done an excellent job!” — Taylor Larimore, Best-selling author, co-founder Bogleheads online forum

Note that Mr. Bogle, to my knowledge, never got chance to read the book. (He warned me in our email correspondence about the book that he had a long reading list!) But as one of my financial heroes, I wanted to acknowledge his personal encouragement concerning the theme of financial simplicity.

Need the Free Companion Excel Workbook?

You can use this link (13WordRetirementPlan)  to download the Excel workbook that proves a handful of key calculations discussed in the book, such as how much savings a person accumulates by using an IRA or 401(k) plan, what impact high or even average  investment expenses have on a person’s savings, and how a decade of poor returns may not matter much of a second and third decade of returns look more like history.

Primary Sidebar

Welcome

Nelson CPA publishes this blog to help and encourage small business owners. Click here to learn more about our firm.

Need to help clients with their PPP loan forgiveness applications?

Updated for 2019 tax year changes and now available in print from Amazon!!

Maximizing Sec. 199A Deductions

International tax issues?

Preparing US tax returns for international taxpayers

Maximize S corporation tax savings

Setting Low S Corporation Salaries

Free retirement planning help

Picture of Thirteen Word Retirement Plan book

Featured Posts

Washington state houses of worship usually qualify for employee retention credits

Washington State Houses of Worship All Qualify for Employee Retention Credits

Did your Washington state church, mosque, synagogue or temple suspend services due to Governor Inslee's "Stay Home Stay Healthy" proclamation? I … [Read More...] about Washington State Houses of Worship All Qualify for Employee Retention Credits

Six Hacks to Simplify Small Business Accounting and Taxes

Six Hacks to Simplify Small Business Accounting and Taxes

Starting a new business? This suggestion: Keep your small business accounting and your taxes simple. Really simple. The reason? In the post-pandemic … [Read More...] about Six Hacks to Simplify Small Business Accounting and Taxes

Washington state capital gains tax returns will need to be filed for 2022 as per the Supreme Court's March decision.

Filing Washington State Capital Gains Tax Returns

You maybe need to file a Washington state capital gains tax return with your 2022 federal tax return. Specifically, if you realized long-term … [Read More...] about Filing Washington State Capital Gains Tax Returns

Recent Comments

  • Stephen Nelson CPA on Six Hacks to Simplify Small Business Accounting and Taxes
  • Andrew on Six Hacks to Simplify Small Business Accounting and Taxes
  • Stephen Nelson CPA on Lottery Tax Planning for a Billion Dollar Drawing
  • Morgan on Lottery Tax Planning for a Billion Dollar Drawing
  • Stephen Nelson CPA on Lottery Tax Planning for a Billion Dollar Drawing

Archives

Copyright © 2023 Stephen L. Nelson, Inc. · News Pro On Genesis Framework · WordPress