Author : Edward A. Lyon
Publisher : Penguin Putnam
Page : 292 pages
File Size : 22,51 MB
Release : 1999-11
Category : Business & Economics
ISBN : 9780735201064
This user-friendly manual offers foolproof tips and strategies for cutting often-overwhelming taxes. Charts & worksheets.
Author : Ellie Kay
Publisher : WaterBrook
Page : 226 pages
File Size : 39,26 MB
Release : 2010
Category : Business & Economics
ISBN : 0307446034
Presents advice on creating a personal financial plan which incorporates strategies for controlling costs for housing, education, health, vacations, car loans, and credit card debt, and funding long-term savings and investments for retirement.
Author : Sandy F. Kraemer
Publisher : AMACOM/American Management Association
Page : 324 pages
File Size : 14,43 MB
Release : 2006
Category : Business & Economics
ISBN :
"No one can take their money, possessions, or land with them when they die -- but they can ensure that their heirs are well taken care of. Updated to reflect the latest estate and tax laws, 60-Minute Estate Planner simplifies the complicated process of estate planning, covering what kind of information readers need to gather before they can begin. Packed with helpful forms, charts, and worksheets, the book shows readers how to: * communicate with heirs * manage medical decisions and provide for the special needs of the young and old * reduce, defer, and eliminate as much gift, estate, inheritance, and other tax as possible * use estate planning professionals and save on professional fees for planning and administration The book clarifies all the different possible elements of an estate plan, including IRAs, living trusts, life insurance, annuities, and more. Thoroughly revised and filled with simple-to-follow instructions, this trusted resource allows readers to ensure that their memory lives on by providing for the ones they love."
Author : David McKnight
Publisher : Crown Currency
Page : 162 pages
File Size : 19,61 MB
Release : 2018-09-04
Category : Business & Economics
ISBN : 1984823078
OVER 300,000 COPIES IN PRINT, WITH A NEW CHAPTER ON THE 2018 TAX CUTS. There's a massive freight train bearing down on the average American investor, and it's coming in the form of higher taxes. The United States Government has made trillions of dollars in unfunded promises for programs like Social Security and Medicare—and the only way to deliver on these promises is to raise taxes. Some experts have even suggested that tax rates will need to double, just to keep our country solvent. Unfortunately, if you're like most Americans, you've saved the majority of your retirement assets in tax-deferred vehicles like 401(k)s and IRAs. If tax rates go up, how much of your hard-earned money will you really get to keep? In The Power of Zero, McKnight provides a concise, step-by-step roadmap on how to get to the 0% tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture. Now, in this expanded edition, McKnight has updated the book with a new chapter on the 2017 Tax Cuts and Jobs Act, showing readers how to navigate the new tax law, and how they can extend the life of their retirement savings by taking advantage of it now. The day of reckoning is fast approaching. Are you ready to do what it takes to experience the power of zero?
Author : David Thomas Phillips
Publisher : CreateSpace
Page : 202 pages
File Size : 16,47 MB
Release : 2015-01-01
Category :
ISBN : 9781507604601
In his newest book, David Phillips explains 17 positive features of The Family Bank Strategy and lists 10 factors that have come together to make it one of the premium safe money strategies today. For many of you, The Family Bank Strategy is a way to lock in the value of your estate for loved ones, earn a solid tax-free return on your cash value, and have tax-free access to the capital when you need it. It can play an important role in increasing your family's after-tax wealth.
Author : Jason L Smith
Publisher : Greenleaf Book Group
Page : 152 pages
File Size : 31,90 MB
Release : 2017-08-29
Category : Business & Economics
ISBN : 1626344612
Worry less. Plan more. Do you want a secure retirement, free from worry, stress, and confusion? The Bucket Plan® is a must-read book for anyone serious about creating a practical and sensible financial plan for his or her retirement years. The financialplanning process outlined in this book is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement. Readers will learn: • The three biggest dangers for your financial future and how The Bucket Plan helps protect from them • A formula for calculating whether you will have an income deficit and, if so, how much money is needed to prevent it • A surefire way to avoid taking on too much investment risk on money you may need in the near future • Much, much more When readers strategically allocate their money using Jason Smith’s three-bucket philosophy, they can create a plan that mitigates risk and offers an opportunity for growth into the future, allowing them to feel more secure about retirement.
Author : Phil DeMuth
Publisher : Barrons Educational Series
Page : 0 pages
File Size : 32,61 MB
Release : 2013-04-01
Category : Business & Economics
ISBN : 9780764165641
Newcomers to financial investment can find dozens of advice books written especially for them, but this brand-new title is a book with a difference. It speaks directly to you—if you’re an investor with a portfolio worth $100,000 or more. The well-known investment advisor and bestselling author Phil DeMuth addresses the bread-and-butter issues facing that underserved segment of the equities investment community. He will tell you— How to custom tailor your asset allocation to your personal circumstances How to capture the recognized outperforming market anomalies in your portfolio How to keep what you’ve got and avoid Wall street’s wealth extraction machine Author DeMuth also passes along some invaluable retirement investing advice learned from Warren Buffett, and he explains the primary asset protection and tax minimization strategies that work for those in the high-net-worth bracket. Here are investment strategies for the affluent, as well as for those who are approaching affluence and are trying to take that big step forward.
Author : Phil Demuth
Publisher : Cwm LLC
Page : 240 pages
File Size : 26,69 MB
Release : 2019-12-11
Category : Business & Economics
ISBN : 9780997059625
Taxes Come First The 2017 Trump Tax Cuts and Jobs Act has lowered tax rates for the beleaguered American taxpayer. We live in a Golden Age of Taxes. The clock is ticking. The Trump tax cuts are slated to expire in 2025, while a regime change in Washington could undo them as early as 2021. Like grave robbers opening King Tut's tomb, Congress -- with no debate or public discussion -- plans to raid your retirement accounts for even more money under the so-called "SECURE" Act. Hang on to your wallet. Nationally recognized investment advisor Phil DeMuth decrypts the 73,954 pages of tax code to show you where the trip-wires lie. He offers simple rules of thumb to navigate the minefield, all in sparkling English. If you aren't playing the long game with your taxes now, you are sending a valentine to the U.S. Treasury every April 15 with a needlessly fat check attached. DeMuth shows how to safely pare your investment tax bill down to the legal minimum requirement. It adds up to a small fortune that would be better spent on your life, your family, and your retirement.
Author : Edward A. Lyon
Publisher : iUniverse
Page : 254 pages
File Size : 26,86 MB
Release : 2000-12
Category : Business & Economics
ISBN : 0595151930
Paying tax bites. The Investors Tax Tuneup helps you bite book. The book is full of sound strategies for making more, and keeping more, from your investments. Learn how to choose stocks, bonds, and mutual funds. Take advantage of qualified plans, IRAs, life insurance, and annuities. Avoid tax on your capital gains. This is a concise, easy-to-understand guide from a nationally recognized expert who's been called "the funniest tax guy in America."
Author : Alan Hargreaves
Publisher : John Wiley & Sons
Page : 343 pages
File Size : 16,14 MB
Release : 2011-01-21
Category : Business & Economics
ISBN : 0730375226
Do you need a RECHARGE? Most people do. Even the most talented people get bogged down every now and again. The main cause of business failure is the failure to take action because making the first move can be hard! But you can start now...by reading this book! Recharge will revitalise your entire approach to business. Each of the 52 performance-enhancing lessons is designed to be read, absorbed and acted on in 60 minutes or less: from your management style to your financial decision-making to self-motivation. Inside you'll find jargon-free information that will help you achieve many of the things you have been putting off for months, or even years. Written for entrepreneurs, small business owners, executives, managers and employees, Recharge provides simple but powerful tools to: Get you over a hump Get through an issue Get fired up Get into action!
