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E-grāmata: Wealth Code 2.0: How the Rich Stay Rich in Good Times and Bad [Wiley Online]

  • Formāts: 304 pages, Illustrations
  • Izdošanas datums: 22-Jan-2013
  • Izdevniecība: John Wiley & Sons Inc
  • ISBN-10: 1118645618
  • ISBN-13: 9781118645611
Citas grāmatas par šo tēmu:
  • Wiley Online
  • Cena: 40,74 €*
  • * this price gives unlimited concurrent access for unlimited time
  • Formāts: 304 pages, Illustrations
  • Izdošanas datums: 22-Jan-2013
  • Izdevniecība: John Wiley & Sons Inc
  • ISBN-10: 1118645618
  • ISBN-13: 9781118645611
Citas grāmatas par šo tēmu:
A thoroughly revised and expanded update to the book that critics are calling the first true investing book for the "new normal" You entrusted your financial security to the "experts," and now you're wondering what it'll take to recover from the economic crisis and get back on your feet. In this updated and expanded edition of his critically-acclaimed guide to staying rich in good times and bad, financial planner and investment strategist Jason Vanclef delivers more straight answers and solid solutions--and he takes a well-earned poke or two at Wall Street in the process. According to Vanclef, True Asset Class Diversification is the best way to build the solid financial foundation you need for a secure future. And he puts his money where his mouth is with a comprehensive, easy-to-understand and use plan for maximizing your investments--not just cutting your losses. Learn the unvarnished truth about "tried and true" Wall Street practices and why stocks and bonds are not the answer--and which investment vehicles are Find out how to diversify into oil/gas, equipment, ,notes, real estate, bullion and rare coins the way the super-rich do--information that Wall Street doesn't want you to have Get priceless advice on whether or not to pay off your home or pay cash for a car and how to build your wealth more efficiently Discover the pitfalls of insurance and Variable/Fixed/Index Fixed annuities that agents will never tell you about Get the lowdown on advanced income tax reduction strategies, discounted Roth IRA conversions, and asset protection techniques that will help protect your hard earned wealth.
Preface xi
Acknowledgments xiii
Introduction xvii
Chapter 1 Freeing Your Estate from Conventional Thinking
1(4)
An Unconventional Approach
2(1)
In Summary
3(2)
Chapter 2 The Best Portfolios Are Mixtures of Many Different Asset Classes
5(6)
The Real Meaning of Portfolio Diversification
6(3)
In Summary
9(2)
Chapter 3 The Key to Protecting and Building Wealth in Good Times and Bad
11(6)
General Practitioner versus Specialist
11(4)
In Summary
15(2)
Chapter 4 The Process of Wealth
17(12)
Wealth Bucket 101
19(2)
Buy Assets to Pay For Liabilities!
21(2)
Fortune 400 Secret
23(2)
Brokerisms
25(2)
In Summary
27(2)
Chapter 5 Leaks in the Bucket
29(34)
Not Following Common Sense
30(1)
Limited Investment Diversification
31(4)
Inflation
35(7)
Investment Fees
42(7)
Income, Income, Income
49(2)
Taxes
51(4)
Poor Estate Planning
55(2)
Poor Asset Protection
57(2)
Liquidity
59(2)
Summary: Leaks in the Bucket
61(2)
Chapter 6 True Asset Class Diversification
63(28)
The General Asset Classes
63(9)
20,000 Foot Viewpoint on Money
72(15)
Liquidity Leak Reexamined
87(4)
Chapter 7 Foundations for Your Financial Table
91(14)
Matching Beliefs to Your Asset Choices
91(2)
Time and Real Assets
93(1)
Direct Participation Programs
94(2)
Accreditation of Investors
96(3)
Commissions and Fees
99(2)
Prioritization and Placement of Portfolio Investments
101(2)
In Summary
103(2)
Chapter 8 Building a Strong Financial Table
105(38)
Step One Know Yourself
106(2)
Step Two Liquidity Time Lines
108(5)
Step Three Income Needs
113(7)
Step Four Growth Needs
120(5)
Step Five Beneficiary Needs
125(2)
Putting Together a Financial Plan
127(15)
In Summary
142(1)
Chapter 9 Life Insurance, Annuities, and How They Relate to Your Wealth Code
143(16)
General Need for Life Insurance---Family Liabilities
144(2)
Federal Estate Taxes
146(3)
Annuities
149(1)
Index Universal Life and Index Fixed Annuities
150(2)
MVA versus Non-MVA Annuities and Why You Need to Know This
152(1)
In Summary
153(2)
Conclusion: Time to Take Action!
155(4)
Appendix A Case Studies 159(26)
Appendix B Different Investment Asset Classes 185(58)
Appendix C Discounted Roth Conversions 243(22)
Appendix D 1031 Real Estate Exchanges 265(10)
About the Author 275(2)
Index 277