More Wealth, Less Taxes: Practical, Time-Tested Strategies to Keep More of What Your Earn and Build Tax Efficient Wealth for the Future
More Wealth, Less Taxes offers unique and proven strategies to accumulating wealth and paying less taxes during an individual's lifetime
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
La Vergne
Morgan James Publishing
2022
|
| Schlagworte: | |
| Online-Zugang: | HWR01 |
| Zusammenfassung: | More Wealth, Less Taxes offers unique and proven strategies to accumulating wealth and paying less taxes during an individual's lifetime |
| Beschreibung: | Description based on publisher supplied metadata and other sources |
| Beschreibung: | 1 Online-Ressource (102 Seiten) |
| ISBN: | 9781631958533 |
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| 505 | 8 | |a Intro -- Title -- Copyright -- Table of Contents -- Foreword -- Acknowledgments -- Introduction -- CHAPTER ONE: Everything You Need to Know to Build Wealth Tax-Efficiently -- Bird's Eye View -- Pool Party -- Where Should I Save So I Pay Fewer Taxes Over My Lifetime? -- All Are Welcome -- How Do I Get Started With the Bucket Strategy? -- Don't Put All Your Eggs in One Bucket -- CHAPTER TWO: Dirty Little Secret #1-How Most People End Up in Bucket One -- Instant Gratification -- The Government's Raw Deal -- Inheritance Taxation -- Control Your Taxable Income ... Control Your Taxes ... Give to Charities -- CHAPTER THREE: When to Plan and When to Pay-Bucket Two -- Accumulation Phase -- King of Liquidity -- Profound Impact: Justin and Brooke Marshall -- The Marshalls' Projected Bucket Strategy with Planning -- Early Strategic Planning-Ryan and Logan Underwood -- The Knipple Ripple -- Stars Aligning -- CHAPTER FOUR: Positive Cash Flow, Tax-Free-Bucket Three -- History of Bucket Three Investments -- Conversion Law Change -- Shut the Front Door -- Mega Backdoor -- Cash Value Life Insurance -- Deferring Gratification-Pay Taxes Now So You Can Pay Less Later -- The Switch: David Baskin -- Ralph Panek-From Stressed to Blessed -- It's Never Too Late (or Too Early) to Take Back Control -- Alec Tahy-Motivated by Momentum -- Putting It All Together -- What Happens if Tax Laws Change? -- So, That's the Bucket Strategy. What Next? -- CHAPTER FIVE: Roadblocks to Wealth Accumulation-The Human Element -- Mowing for Millions: The Dylan Radcliffe Story -- The Cost of Convenience -- The 10,000 Coke -- Bring Back the Lunch Box -- Talking Finances-Why Saving and Investing Should Be Part of the Discussion With Your Kids -- John & -- Karen-Teaching Generational Wealth -- Small Business Owner or Corporate Executive? -- CHAPTER SIX: Small Business & | |
| 505 | 8 | |a Corporate Executive Strategies -- Small Business Strategies -- The Most Important Decision You Will Make as a Small Business Owner -- Learning & -- Earning Young: Paying Your Children to Work in Your Business -- Making Business Pleasurable -- Educate Yourself (and then deduct it from your taxes) -- Retire Confident & -- Wealthy -- Health Plans for Retirement -- Bonus, Restricted Stock Units and Restricted Stock Options Strategies -- Supplemental WHAT? Tom E's Story (New Walmart Exec Client) -- When to Sell My Restricted Stock or Restricted Stock Options? -- To Defer or Not to Defer -- Maximizing Your 401(k) -- Health Savings Accounts (HSA) -- CHAPTER SEVEN: Estate Planning & -- Charitable Strategies -- Estate Planning (The Basics) -- What Happens if I Die Without a Will? -- Who Takes Care of Your Children if You Die Without a Will? -- What is Probate? -- Benefits of a Will -- Benefits of a Revocable Trust -- Family Love Letter -- Beneficiary Audit -- Charitable Giving Strategies -- Gifting Highly Appreciated Stock -- Donor-Advised Fund -- Family Foundation -- CHAPTER EIGHT: Retirement Income of the Future -- Dividend Stocks vs. Bonds -- Asymmetric vs. Symmetric Risk -- Dividends 101 -- 22-Year Case Study -- Just the Facts: Education About the Market and Investing -- Intra-Year Declines vs. Calendar Year Returns -- Bulls vs. Bears -- Normal Volatility -- The Market is Rarely Average -- CHAPTER NINE: A Financial Advisor's Real Value -- To Behave or Not to Behave -- Roofing Your House -- The Foolish Act of Market Timing -- Thoughts to Control Your Emotions With Investing -- Finding the Best Financial Advisor for Your Family -- Luis Strohmeier-More Than Just a Financial Advisor -- A Life and a Living: Lindsey Pruitt -- Younger Me: What I Would Have Done Differently -- Finishing Well -- In Closing -- Glossary of Financial Terms -- Disclosure | |
| 505 | 8 | |a About the Author | |
| 520 | |a More Wealth, Less Taxes offers unique and proven strategies to accumulating wealth and paying less taxes during an individual's lifetime | ||
| 650 | 4 | |a Finance, Personal | |
| 650 | 4 | |a Wealth tax | |
| 650 | 4 | |a Wealth tax-United States | |
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| contents | Intro -- Title -- Copyright -- Table of Contents -- Foreword -- Acknowledgments -- Introduction -- CHAPTER ONE: Everything You Need to Know to Build Wealth Tax-Efficiently -- Bird's Eye View -- Pool Party -- Where Should I Save So I Pay Fewer Taxes Over My Lifetime? -- All Are Welcome -- How Do I Get Started With the Bucket Strategy? -- Don't Put All Your Eggs in One Bucket -- CHAPTER TWO: Dirty Little Secret #1-How Most People End Up in Bucket One -- Instant Gratification -- The Government's Raw Deal -- Inheritance Taxation -- Control Your Taxable Income ... Control Your Taxes ... Give to Charities -- CHAPTER THREE: When to Plan and When to Pay-Bucket Two -- Accumulation Phase -- King of Liquidity -- Profound Impact: Justin and Brooke Marshall -- The Marshalls' Projected Bucket Strategy with Planning -- Early Strategic Planning-Ryan and Logan Underwood -- The Knipple Ripple -- Stars Aligning -- CHAPTER FOUR: Positive Cash Flow, Tax-Free-Bucket Three -- History of Bucket Three Investments -- Conversion Law Change -- Shut the Front Door -- Mega Backdoor -- Cash Value Life Insurance -- Deferring Gratification-Pay Taxes Now So You Can Pay Less Later -- The Switch: David Baskin -- Ralph Panek-From Stressed to Blessed -- It's Never Too Late (or Too Early) to Take Back Control -- Alec Tahy-Motivated by Momentum -- Putting It All Together -- What Happens if Tax Laws Change? -- So, That's the Bucket Strategy. What Next? -- CHAPTER FIVE: Roadblocks to Wealth Accumulation-The Human Element -- Mowing for Millions: The Dylan Radcliffe Story -- The Cost of Convenience -- The 10,000 Coke -- Bring Back the Lunch Box -- Talking Finances-Why Saving and Investing Should Be Part of the Discussion With Your Kids -- John & -- Karen-Teaching Generational Wealth -- Small Business Owner or Corporate Executive? -- CHAPTER SIX: Small Business & Corporate Executive Strategies -- Small Business Strategies -- The Most Important Decision You Will Make as a Small Business Owner -- Learning & -- Earning Young: Paying Your Children to Work in Your Business -- Making Business Pleasurable -- Educate Yourself (and then deduct it from your taxes) -- Retire Confident & -- Wealthy -- Health Plans for Retirement -- Bonus, Restricted Stock Units and Restricted Stock Options Strategies -- Supplemental WHAT? Tom E's Story (New Walmart Exec Client) -- When to Sell My Restricted Stock or Restricted Stock Options? -- To Defer or Not to Defer -- Maximizing Your 401(k) -- Health Savings Accounts (HSA) -- CHAPTER SEVEN: Estate Planning & -- Charitable Strategies -- Estate Planning (The Basics) -- What Happens if I Die Without a Will? -- Who Takes Care of Your Children if You Die Without a Will? -- What is Probate? -- Benefits of a Will -- Benefits of a Revocable Trust -- Family Love Letter -- Beneficiary Audit -- Charitable Giving Strategies -- Gifting Highly Appreciated Stock -- Donor-Advised Fund -- Family Foundation -- CHAPTER EIGHT: Retirement Income of the Future -- Dividend Stocks vs. Bonds -- Asymmetric vs. Symmetric Risk -- Dividends 101 -- 22-Year Case Study -- Just the Facts: Education About the Market and Investing -- Intra-Year Declines vs. Calendar Year Returns -- Bulls vs. Bears -- Normal Volatility -- The Market is Rarely Average -- CHAPTER NINE: A Financial Advisor's Real Value -- To Behave or Not to Behave -- Roofing Your House -- The Foolish Act of Market Timing -- Thoughts to Control Your Emotions With Investing -- Finding the Best Financial Advisor for Your Family -- Luis Strohmeier-More Than Just a Financial Advisor -- A Life and a Living: Lindsey Pruitt -- Younger Me: What I Would Have Done Differently -- Finishing Well -- In Closing -- Glossary of Financial Terms -- Disclosure About the Author |
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| dewey-ones | 332 - Financial economics |
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| discipline | Wirtschaftswissenschaften |
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| id | DE-604.BV049409109 |
| illustrated | Not Illustrated |
| index_date | 2024-07-03T23:05:38Z |
| indexdate | 2024-07-10T10:06:18Z |
| institution | BVB |
| isbn | 9781631958533 |
| language | English |
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| physical | 1 Online-Ressource (102 Seiten) |
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| publishDate | 2022 |
| publishDateSearch | 2022 |
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| publisher | Morgan James Publishing |
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| spelling | Belline, CFP, Lance Verfasser aut More Wealth, Less Taxes Practical, Time-Tested Strategies to Keep More of What Your Earn and Build Tax Efficient Wealth for the Future La Vergne Morgan James Publishing 2022 ©2023 1 Online-Ressource (102 Seiten) txt rdacontent c rdamedia cr rdacarrier Description based on publisher supplied metadata and other sources Intro -- Title -- Copyright -- Table of Contents -- Foreword -- Acknowledgments -- Introduction -- CHAPTER ONE: Everything You Need to Know to Build Wealth Tax-Efficiently -- Bird's Eye View -- Pool Party -- Where Should I Save So I Pay Fewer Taxes Over My Lifetime? -- All Are Welcome -- How Do I Get Started With the Bucket Strategy? -- Don't Put All Your Eggs in One Bucket -- CHAPTER TWO: Dirty Little Secret #1-How Most People End Up in Bucket One -- Instant Gratification -- The Government's Raw Deal -- Inheritance Taxation -- Control Your Taxable Income ... Control Your Taxes ... Give to Charities -- CHAPTER THREE: When to Plan and When to Pay-Bucket Two -- Accumulation Phase -- King of Liquidity -- Profound Impact: Justin and Brooke Marshall -- The Marshalls' Projected Bucket Strategy with Planning -- Early Strategic Planning-Ryan and Logan Underwood -- The Knipple Ripple -- Stars Aligning -- CHAPTER FOUR: Positive Cash Flow, Tax-Free-Bucket Three -- History of Bucket Three Investments -- Conversion Law Change -- Shut the Front Door -- Mega Backdoor -- Cash Value Life Insurance -- Deferring Gratification-Pay Taxes Now So You Can Pay Less Later -- The Switch: David Baskin -- Ralph Panek-From Stressed to Blessed -- It's Never Too Late (or Too Early) to Take Back Control -- Alec Tahy-Motivated by Momentum -- Putting It All Together -- What Happens if Tax Laws Change? -- So, That's the Bucket Strategy. What Next? -- CHAPTER FIVE: Roadblocks to Wealth Accumulation-The Human Element -- Mowing for Millions: The Dylan Radcliffe Story -- The Cost of Convenience -- The 10,000 Coke -- Bring Back the Lunch Box -- Talking Finances-Why Saving and Investing Should Be Part of the Discussion With Your Kids -- John & -- Karen-Teaching Generational Wealth -- Small Business Owner or Corporate Executive? -- CHAPTER SIX: Small Business & Corporate Executive Strategies -- Small Business Strategies -- The Most Important Decision You Will Make as a Small Business Owner -- Learning & -- Earning Young: Paying Your Children to Work in Your Business -- Making Business Pleasurable -- Educate Yourself (and then deduct it from your taxes) -- Retire Confident & -- Wealthy -- Health Plans for Retirement -- Bonus, Restricted Stock Units and Restricted Stock Options Strategies -- Supplemental WHAT? Tom E's Story (New Walmart Exec Client) -- When to Sell My Restricted Stock or Restricted Stock Options? -- To Defer or Not to Defer -- Maximizing Your 401(k) -- Health Savings Accounts (HSA) -- CHAPTER SEVEN: Estate Planning & -- Charitable Strategies -- Estate Planning (The Basics) -- What Happens if I Die Without a Will? -- Who Takes Care of Your Children if You Die Without a Will? -- What is Probate? -- Benefits of a Will -- Benefits of a Revocable Trust -- Family Love Letter -- Beneficiary Audit -- Charitable Giving Strategies -- Gifting Highly Appreciated Stock -- Donor-Advised Fund -- Family Foundation -- CHAPTER EIGHT: Retirement Income of the Future -- Dividend Stocks vs. Bonds -- Asymmetric vs. Symmetric Risk -- Dividends 101 -- 22-Year Case Study -- Just the Facts: Education About the Market and Investing -- Intra-Year Declines vs. Calendar Year Returns -- Bulls vs. Bears -- Normal Volatility -- The Market is Rarely Average -- CHAPTER NINE: A Financial Advisor's Real Value -- To Behave or Not to Behave -- Roofing Your House -- The Foolish Act of Market Timing -- Thoughts to Control Your Emotions With Investing -- Finding the Best Financial Advisor for Your Family -- Luis Strohmeier-More Than Just a Financial Advisor -- A Life and a Living: Lindsey Pruitt -- Younger Me: What I Would Have Done Differently -- Finishing Well -- In Closing -- Glossary of Financial Terms -- Disclosure About the Author More Wealth, Less Taxes offers unique and proven strategies to accumulating wealth and paying less taxes during an individual's lifetime Finance, Personal Wealth tax Wealth tax-United States Erscheint auch als Druck-Ausgabe Belline, CFP, Lance More Wealth, Less Taxes La Vergne : Morgan James Publishing,c2022 |
| spellingShingle | Belline, CFP, Lance More Wealth, Less Taxes Practical, Time-Tested Strategies to Keep More of What Your Earn and Build Tax Efficient Wealth for the Future Intro -- Title -- Copyright -- Table of Contents -- Foreword -- Acknowledgments -- Introduction -- CHAPTER ONE: Everything You Need to Know to Build Wealth Tax-Efficiently -- Bird's Eye View -- Pool Party -- Where Should I Save So I Pay Fewer Taxes Over My Lifetime? -- All Are Welcome -- How Do I Get Started With the Bucket Strategy? -- Don't Put All Your Eggs in One Bucket -- CHAPTER TWO: Dirty Little Secret #1-How Most People End Up in Bucket One -- Instant Gratification -- The Government's Raw Deal -- Inheritance Taxation -- Control Your Taxable Income ... Control Your Taxes ... Give to Charities -- CHAPTER THREE: When to Plan and When to Pay-Bucket Two -- Accumulation Phase -- King of Liquidity -- Profound Impact: Justin and Brooke Marshall -- The Marshalls' Projected Bucket Strategy with Planning -- Early Strategic Planning-Ryan and Logan Underwood -- The Knipple Ripple -- Stars Aligning -- CHAPTER FOUR: Positive Cash Flow, Tax-Free-Bucket Three -- History of Bucket Three Investments -- Conversion Law Change -- Shut the Front Door -- Mega Backdoor -- Cash Value Life Insurance -- Deferring Gratification-Pay Taxes Now So You Can Pay Less Later -- The Switch: David Baskin -- Ralph Panek-From Stressed to Blessed -- It's Never Too Late (or Too Early) to Take Back Control -- Alec Tahy-Motivated by Momentum -- Putting It All Together -- What Happens if Tax Laws Change? -- So, That's the Bucket Strategy. What Next? -- CHAPTER FIVE: Roadblocks to Wealth Accumulation-The Human Element -- Mowing for Millions: The Dylan Radcliffe Story -- The Cost of Convenience -- The 10,000 Coke -- Bring Back the Lunch Box -- Talking Finances-Why Saving and Investing Should Be Part of the Discussion With Your Kids -- John & -- Karen-Teaching Generational Wealth -- Small Business Owner or Corporate Executive? -- CHAPTER SIX: Small Business & Corporate Executive Strategies -- Small Business Strategies -- The Most Important Decision You Will Make as a Small Business Owner -- Learning & -- Earning Young: Paying Your Children to Work in Your Business -- Making Business Pleasurable -- Educate Yourself (and then deduct it from your taxes) -- Retire Confident & -- Wealthy -- Health Plans for Retirement -- Bonus, Restricted Stock Units and Restricted Stock Options Strategies -- Supplemental WHAT? Tom E's Story (New Walmart Exec Client) -- When to Sell My Restricted Stock or Restricted Stock Options? -- To Defer or Not to Defer -- Maximizing Your 401(k) -- Health Savings Accounts (HSA) -- CHAPTER SEVEN: Estate Planning & -- Charitable Strategies -- Estate Planning (The Basics) -- What Happens if I Die Without a Will? -- Who Takes Care of Your Children if You Die Without a Will? -- What is Probate? -- Benefits of a Will -- Benefits of a Revocable Trust -- Family Love Letter -- Beneficiary Audit -- Charitable Giving Strategies -- Gifting Highly Appreciated Stock -- Donor-Advised Fund -- Family Foundation -- CHAPTER EIGHT: Retirement Income of the Future -- Dividend Stocks vs. Bonds -- Asymmetric vs. Symmetric Risk -- Dividends 101 -- 22-Year Case Study -- Just the Facts: Education About the Market and Investing -- Intra-Year Declines vs. Calendar Year Returns -- Bulls vs. Bears -- Normal Volatility -- The Market is Rarely Average -- CHAPTER NINE: A Financial Advisor's Real Value -- To Behave or Not to Behave -- Roofing Your House -- The Foolish Act of Market Timing -- Thoughts to Control Your Emotions With Investing -- Finding the Best Financial Advisor for Your Family -- Luis Strohmeier-More Than Just a Financial Advisor -- A Life and a Living: Lindsey Pruitt -- Younger Me: What I Would Have Done Differently -- Finishing Well -- In Closing -- Glossary of Financial Terms -- Disclosure About the Author Finance, Personal Wealth tax Wealth tax-United States |
| title | More Wealth, Less Taxes Practical, Time-Tested Strategies to Keep More of What Your Earn and Build Tax Efficient Wealth for the Future |
| title_auth | More Wealth, Less Taxes Practical, Time-Tested Strategies to Keep More of What Your Earn and Build Tax Efficient Wealth for the Future |
| title_exact_search | More Wealth, Less Taxes Practical, Time-Tested Strategies to Keep More of What Your Earn and Build Tax Efficient Wealth for the Future |
| title_exact_search_txtP | More Wealth, Less Taxes Practical, Time-Tested Strategies to Keep More of What Your Earn and Build Tax Efficient Wealth for the Future |
| title_full | More Wealth, Less Taxes Practical, Time-Tested Strategies to Keep More of What Your Earn and Build Tax Efficient Wealth for the Future |
| title_fullStr | More Wealth, Less Taxes Practical, Time-Tested Strategies to Keep More of What Your Earn and Build Tax Efficient Wealth for the Future |
| title_full_unstemmed | More Wealth, Less Taxes Practical, Time-Tested Strategies to Keep More of What Your Earn and Build Tax Efficient Wealth for the Future |
| title_short | More Wealth, Less Taxes |
| title_sort | more wealth less taxes practical time tested strategies to keep more of what your earn and build tax efficient wealth for the future |
| title_sub | Practical, Time-Tested Strategies to Keep More of What Your Earn and Build Tax Efficient Wealth for the Future |
| topic | Finance, Personal Wealth tax Wealth tax-United States |
| topic_facet | Finance, Personal Wealth tax Wealth tax-United States |
| work_keys_str_mv | AT bellinecfplance morewealthlesstaxespracticaltimetestedstrategiestokeepmoreofwhatyourearnandbuildtaxefficientwealthforthefuture |