Matt Zagula

Matt Zagula is no stranger to the challenges faced by those who go against the grain and deliver real value to hard-working folks and business owners who want more control over their assets and their future. Matt is best known for helping those same people reach their lowest legal tax rate and deploying those tax savings into SMART tax-exempt assets for their future.

Matt’s unique career has spanned decades, evolving from a very early adopter and pioneer in income planning to creating a distinctive practice model and level of notoriety in the industry. This led to the acquisition of his firm by the publicly traded financial conglomerate National Financial Partners. In 2008, when the market dropped, he purchased the firm back and it remains independent to this day. Matt is the author of several books on financial planning, and presently he serves as a go-to resource for advisors, accountants, and legal experts across the country who are seeking to adopt SMART concepts. With his help, they’re able to better serve their client’s tax reduction and wealth creation needs.

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SMART Retirement: Discover The Strategic Movement Around Retirement Taxation

Publication Date: May 2017

I hate taxes, and you should too. Now, it’s time to stop hating and do something about it!

Today, most of us buy smartphones and smart TVs, but what are we doing to get smart with our money? In SMART Retirement, author Matt Zagula shows readers how a SMART retirement can be built with little-known secrets that allow you to thrive in any market condition. 

SMART is the Strategic Movement Around Retirement Taxation™ and its goal is to limit your postretirement taxation—not your income. Inside, you’ll learn:

  • how to use tax arbitrage to dramatically increase your retirement income without risk.
  • ways to reduce the amount of money you give to the IRS during retirement.
  • how Warren Buffett continues to grow his wealth through an actuarial concept called float and how you can integrate a similar approach in your personal finances.
  • the three dates that forever changed the face and future of the American retirement system and how to use this knowledge to protect your money.
  • why rate of return is Wall Street’s half-truth and how they use misleading math to sell you.
  • the banker’s best math trick and how to stop it from costing you a comfortable retirement.

Are you ready to get SMART about your retirement? By integrating these techniques into your financial plan, you can secure a better financial future for you and your loved ones for generations to come.  


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Articles By Matt Zagula

Feeling The Sting Of The Tax-Deferred Retirement Account
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Universal “Lies” Insurance
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