Download or read book An Advisor s Guide to Private Annuities written by F. Bentley Mooney, Jr. and published by AuthorHouse. This book was released on 2011-06-23 with total page 294 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book may be the only complete collection of law and tactics on the use and misuse of private annuities. It is written for the professional advisor – the attorney, accountant, financial planner, and others – so it is necessarily more detailed than most lay-persons would find tolerable. To keep it readable, however, I present the information directly to the reader as end user, rather than switching back and forth from factual presentation to suggestions on how to present it to the client. As advisor, just draw the necessary inferences.

Download or read book Practical Guide to S Corporations written by Michael Schlesinger and published by CCH. This book was released on 2007 with total page 676 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Financial Planning for High Net Worth Individuals written by Richard H. Mayer and published by Beard Books. This book was released on 2003-12 with total page 432 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive and authoritative guide to the art and science of wealth management.

Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!

Download or read book Practical Guide to Estate Planning 2009 written by Ray D. Madoff and published by CCH. This book was released on 2008-11 with total page 844 pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical Guide to Estate Planning provides an overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. It is divided into four major sections, the first of which provides a general view of the estate planning process.

Download or read book Retirement Income for Life written by Frederick Vettese and published by ECW Press. This book was released on 2020-10-20 with total page 202 pages. Available in PDF, EPUB and Kindle. Book excerpt: Canada’s #1 bestselling retirement income book is now completely revised and updated. Vettese will show you how to mitigate risk and secure your financial future in these unpredictable times. As COVID-19 rocks the economy in an unprecedented black swan event, retirees and those who are preparing to retire need answers to pressing questions about their financial futures. Originally published in 2018, the second edition of Retirement Income for Life, has been completely revised and updated, and now includes: New chapters on early retirement, retiring single, what to do when one spouse dies young, and more. Three strategies for mitigating your personal financial risk in the current downturn in equities and other investment products. Advice on how to plan for (and even benefit from) the coming bear market, resulting from COVID-19, which will create unprecedented equity buying opportunities, possibly as early as 2021. Information on the impact of unbearably low interest rates on annuities and fixed income investments and what to do if you hold them. The reasons retirees should be deferring CPP until age 70 and why the case for this is stronger than ever. Author Frederick Vettese demystifies a complex and often frightening subject and provides practical, actionable advice based on five enhancements the reader can make to mitigate risk and secure their financial future. With over one thousand Canadians turning 65 every day, the cultivation of good decumulation practices — the way in which you draw down assets in retirement, ideally to have a secure income for the rest of your life — has become an urgent matter that no one can afford to ignore.

Download or read book The Complete Tax Guide for Real Estate Investors written by Jackie Sonnenberg and published by Atlantic Publishing Company. This book was released on 2008 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: Many people invest in real estate, from second homes to apartment complexes, condos, townhouses, and commercial buildings and realize a profit from doing so. However, real estate investors have begun to discover that there are a plethora of tax issues associated with buying and selling real estate. The Complete Tax Guide for Real Estate Investors will take the mystery out of these tax issues and even provide you with tax planning strategies. In this new book you will learn how to implement tax savings programs successfully to reduce or eliminate the resulting income tax from the sale of real estate, how to use the IRS tax code to your advantage through depreciation, how to set up annuity trusts and charitable remainder trusts, and how to avoid paying federal taxes. You will become knowledgeable about the different types of 1031 exchanges, including deferred exchanges, simultaneous exchanges, forward delayed exchanges, construction exchanges, reverse exchanges, two-party exchanges, and three-legged exchanges, as well as the advantages and disadvantages of each. Additionally, you will learn about capital gains taxes, tax and legal loopholes, recapture of depreciation, deferring taxes, reducing a home s tax basis, installment sales, tax liability, minimizing taxes on final divestment, stepped-up basis, taxation at the time of sale, and like-kind rules. It does not matter if you are a first time investor or a veteran of the real estate market; you will find valuable information, along with tips and tricks, in this book. Tax issues can strain resources and drain profits, but if you implement the strategies in this book you will be able to limit your taxes, thereby increasing your earnings. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company president's garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.

Download or read book Rattiner s Review for the CFP R Certification Examination Fast Track Study Guide written by Jeffrey H. Rattiner and published by John Wiley & Sons. This book was released on 2003-08-19 with total page 368 pages. Available in PDF, EPUB and Kindle. Book excerpt: A CFP® Study Guide that delivers what you need to succeed! This quick study guide for candidates preparing to take the CFP® Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Covering some of the most important disciplines of financial planning–– insurance, employee benefit, investment, income tax, retirement, estate, and general planning–– this text provides a no-nonsense approach to studying that includes: A highly logical and efficient format An in-depth outline of core essentials Explanations of all relevant exposures complete with solutions and practical examples Key points, exam tips, multiple choice, and mini—case study questions Mnemonic devices and study techniques to reinforce key points A format that directly parallels the CFP Board’s topic requirements and more! Order your copy today!

Download or read book Financial and Estate Planning Guide 2009 written by and published by CCH. This book was released on 2008-09 with total page 1100 pages. Available in PDF, EPUB and Kindle. Book excerpt: The CCH Financial and Estate Planning Guide is the premier guidebook for professionals who structure, tailor and administer financial and estate plans. In the clearest of language, the guide explains all the important planning concepts, and examines the most important techniques used to set and meet the financial goals of clients and their families.

Download or read book A Guide to Elder Planning written by Steve Weisman and published by FT Press. This book was released on 2004 with total page 300 pages. Available in PDF, EPUB and Kindle. Book excerpt: Speaking to aging Americans who want to plan for the future, "New York Times" journalist Weisman reveals everything readers need to know to protect themselves legally and financially in later years.

Download or read book Savings Fitness written by Barry Leonard and published by DIANE Publishing. This book was released on 2007-12 with total page 32 pages. Available in PDF, EPUB and Kindle. Book excerpt: Many people mistakenly believe that Social Security (SS) will pay for all or most of their retire. needs, but the fact is, since its inception, SS has provided little protection. A comfortable retire. usually requires SS, pensions, personal savings & invest. The key tool for making a secure retire. a reality is financial planning. It will help clarify your retire. goals as well as other financial goals you want to ¿buy¿ along the way. It will show you how to manage your money so you can afford today¿s needs yet still fund tomorrow¿s. You¿ll learn how to save your money to make it work for you & how to protect it so it will be there when you need it. Explains how you can take the best advantage of retire. plans at work, & what to do if you¿re on your own. Illustrations.

Download or read book U S Master Estate and Gift Tax Guide written by CCH Tax Law Editors and published by CCH. This book was released on 2007-12 with total page 586 pages. Available in PDF, EPUB and Kindle. Book excerpt: CCH's U.S. Master Estate and Gift Tax Guide is a concise and reliable handbook for both tax advisors and estate representatives involved in federal estate and gift tax planning, return preparation and tax payment. This trusted reference provides clear explanations of the laws relating to federal estate, gift and generation-skipping transfer taxes to give readers the solid understanding they need to understand and apply today's complex wealth transfer tax rules.

Download or read book Rattiner s Review for the CFP Certification Examination Fast Track Study Guide written by Jeffrey H. Rattiner and published by John Wiley & Sons. This book was released on 2007-07-16 with total page 418 pages. Available in PDF, EPUB and Kindle. Book excerpt: A CFP Study Guide that deliverswhat you need to succeed! This quick study guide for candidates preparing to take the CFP Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Now, in a Second Edition, it covers some of the most important disciplines of financial planning--insurance, employee benefit, investment, income tax, retirement, estate, and general planning--and provides a no-nonsense approach to studying that includes: * A highly logical and candidate-friendly format * An in-depth outline of core essentials * Explanations of all relevant exposures complete with solutions and practical examples * Key points, exam tips, multiple-choice, and mini-case study questions * Mnemonic devices and study techniques to reinforce key points * A format that directly parallels the CFP? Board's topic requirements The Second Edition adds new multiple-choice questions that correlate to the testing and understanding of the new curriculum established by the Certified Financial Planning Board as well as eighty-nine all-new topics related to the new CFP Board Exam. For students who have been through the traditional CFP educational programs and want a book that brings it all together, Rattiner's Review for the CFP Certification Examination, Fast Track Study Guide, Second Edition keeps students organized, on track, and focused on what they need to succeed. In addition to its value as a quick-reference guide to complement all CFP texts and self-study materials, the Guide also serves as an important one-stop resource for financial services professionals who want information in a hurry.

Download or read book Private Wealth Management The Complete Reference for the Personal Financial Planner Ninth Edition written by G. Victor Hallman and published by McGraw-Hill Education. This book was released on 2015-01-09 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Where financial advisors go for answers--revised and updated to address consequential legal and economic changes From the oil crisis and stock market crash in the 1970s through deregulation into the 1990s to the 2008 financial crisis--every financial planner worth their salt turned to Victor Hallman and Jerry Rosenbloom's classic reference for answers. To maintain its iconic position in the industry, this bible of wealth development moves into its Ninth Edition to ensure today's professional investors and financial stewards have reliable guidance to the latest legislation, economic developments, and wealth management trends and techniques. This latest edition of Private Wealth Management provides everything you need to operate with sophistication and savvy in today's markets--from setting financial objectives and executing the planning process to investing in equities and fixed-income securities to retirement income planning to methods for lifetime wealth transfers, and more. Written for the serious practitioner, this one-of-a-kind guide gives you a solid foundation for planning a prosperous financial future in the real world, which means it makes you an expert in: Major new tax legislation, including the "Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010" and the "American Taxpayer Relief Act of 2012" A variety of economic benefits and investment products Changes in individual annuities and retirement products with an increased focus on retirement planning Modifications to health and disability insurance The Patient Protection and Affordable Care and Health Care Reconciliation Act of 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 New developments in estate and marital deduction planning such as "portability" This completely updated edition remains a wealth-building and income management tool by presenting many useful strategies, including those for dealing with the current "super-low" interest rates. Private Wealth Management, Ninth Edition, is the cornerstone of financial planning.

Download or read book The Hard Times Guide to Retirement Security written by Mark Miller and published by John Wiley & Sons. This book was released on 2010-06-15 with total page 263 pages. Available in PDF, EPUB and Kindle. Book excerpt: A timely guide to overcoming the retirement challenges we all face The Great Recession has placed a wake-up call to America's baby boomers. Many have not saved enough for retirement and have not taken a hard look at how many post-work years they may need to finance. Written in a straightforward and accessible style, The Hard Times Guide to Retirement Security tackles the tough questions about retirement in the new post-crash economy. Page by page, it puts retirement in perspective by touching on important issues such as insuring against the risk of outliving your assets, recalibrating damaged retirement portfolios, managing the risk of health-care expenses in retirement, and career strategies for workers who are 50 years old and up. Reveals how to boost lifetime income through better planning, and working just a few additional years Offers advice on how to hire a financial advisor whose first loyalty is to you, not Wall Street Discusses why you should rethink housing in the wake of the real estate crash Offers detailed advice on career reinvention, the 50+ job market and midlife entrepreneurship Engaging and informative, this practical guide provides the strategies needed for a truly fulfilling and secure retirement.

Download or read book Family Estate Planning Guide written by Homer Irving Harris and published by . This book was released on 1971 with total page 1246 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Ernst Young s Personal Financial Planning Guide written by Ernst & Young LLP and published by John Wiley & Sons. This book was released on 2004-10-06 with total page 544 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you want to take control of your financial future and unlock thedoors to financial success, you must have a plan that will allowyou to find good investments, reduce taxes, beat inflation, andproperly manage money. Whether you're new to financial planning or a seasoned veteran,this updated edition of Ernst & Young's Personal FinancialPlanning Guide provides valuable information and techniques you canuse to create and implement a consistent personalized financialplan. It also takes into consideration the new tax rules thataffect home ownership, saving for college, estate planning, andmany other aspects of your financial life. Filled with in-depth insight and financial planning advice, thisunique guide can help you: * Set goals * Build wealth * Manage your finances * Protect your assets * Plan your estate and investments It will also show you how to maintain a financial plan inconjunction with life events such as: * Getting married * Raising a family * Starting your own business * Aging parents * Planning for retirement Financial planning is a never-ending process, and with Ernst &Young's Personal Financial Planning Guide, you'll learn how totailor a plan to help you improve all aspects of your financiallife.