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From High Income to High Net Worth

From High Income to High Net Worth PDF Author: David Phelps
Publisher:
ISBN: 9781733234542
Category :
Languages : en
Pages :

Book Description
"America's Freedom Coach" Dr. David Phelps unpacks a Blueprint for high income doctors, dentists, and small business owners to stop trading time for dollars and make their wealth work harder for them - without handing over to a suit on Wall Street with fingers crossed. This book is the ultimate guide to creating sustainable, predictable cash flow through alternative investing without ever meeting a tenant or fixing a toilet.

From High Income to High Net Worth

From High Income to High Net Worth PDF Author: David Phelps
Publisher:
ISBN: 9781733234542
Category :
Languages : en
Pages :

Book Description
"America's Freedom Coach" Dr. David Phelps unpacks a Blueprint for high income doctors, dentists, and small business owners to stop trading time for dollars and make their wealth work harder for them - without handing over to a suit on Wall Street with fingers crossed. This book is the ultimate guide to creating sustainable, predictable cash flow through alternative investing without ever meeting a tenant or fixing a toilet.

Financial Planning for High Net Worth Individuals

Financial Planning for High Net Worth Individuals PDF Author: Richard H. Mayer
Publisher: Beard Books
ISBN: 9781587982323
Category : Business & Economics
Languages : en
Pages : 432

Book Description
A comprehensive and authoritative guide to the art and science of wealth management.

Tax Strategies for High Net-Worth Individuals

Tax Strategies for High Net-Worth Individuals PDF Author: Adil Mackwani
Publisher:
ISBN: 9781734792621
Category :
Languages : en
Pages :

Book Description
This book contains strategies to Save Money, Invest, and Reduce Taxes. Such strategies include opening a SEP IRA, contributing to your 401K, maximizing Life Insurance and many more. It is intended to help all incomes levels but in particular people of? High Net-worth such as Business Owners, Doctors,? and Lawyers. The book contains strategies that could help your overall Financial Plan after consulting with a fiduciary professional.

Engaging with High Net Worth Individuals on Tax Compliance

Engaging with High Net Worth Individuals on Tax Compliance PDF Author: OECD
Publisher: OECD Publishing
ISBN: 9264068872
Category :
Languages : en
Pages : 112

Book Description
High Net Worth Individuals (HNWIs) pose significant challenges to tax administrations due to the complexity of their affairs, their revenue contribution, the opportunity for aggressive tax planning, and the impact of their compliance behaviour on ...

Who Rules America Now?

Who Rules America Now? PDF Author: G. William Domhoff
Publisher: Touchstone
ISBN:
Category : History
Languages : en
Pages : 244

Book Description
The author is convinced that there is a ruling class in America today. He examines the American power structure as it has developed in the 1980s. He presents systematic, empirical evidence that a fixed group of privileged people dominates the American economy and government. The book demonstrates that an upper class comprising only one-half of one percent of the population occupies key positions within the corporate community. It shows how leaders within this "power elite" reach government and dominate it through processes of special-interest lobbying, policy planning and candidate selection. It is written not to promote any political ideology, but to analyze our society with accuracy.

Wealth

Wealth PDF Author: Richard P. Rojeck
Publisher: Springer
ISBN: 3030244970
Category : Business & Economics
Languages : en
Pages : 137

Book Description
With few exceptions, books on personal finance focus on investing. And with few exceptions, these same books focus on the general public. This book takes a comprehensive approach to the subject, directed to the ultra-high net worth reader, filling this void. While there is no shortage of experts in legal, tax, investment, and other matters, in many ways, ultra-high net worth individuals are underserved, even as they are confronted with potentially increasing challenges to the growth and protection of their wealth. Planning strategies lacking a foundation of client-driven values and purpose, coordination and a mechanism for ongoing review and maintenance result in suboptimal outcomes. As a Certified Financial Planner Professional with over 30 years of experience serving individuals with substantial wealth, Richard Rojeck presents an alternative approach, one based upon a comprehensive planning process. He addresses the eight key planning areas for the ultra-high net worth individual, describing the top strategies within each. He challenges you to assess your current planning and provides guidance on how to select an often-missing member of the advisory team. With a readable and approachable style, this book will help you more effectively grow and protect your assets for yourself, your family, and your charitable causes.

Wealth Management

Wealth Management PDF Author: S. Timothy Kochis
Publisher: CCH
ISBN: 9780808089490
Category : Business & Economics
Languages : en
Pages : 400

Book Description


The White Coat Investor

The White Coat Investor PDF Author: James M. Dahle
Publisher: White Coat Investor LLC the
ISBN: 9780991433100
Category : Business & Economics
Languages : en
Pages : 160

Book Description
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!

The Art of Protecting Ultra-high Net Worth Portfolios and Estates

The Art of Protecting Ultra-high Net Worth Portfolios and Estates PDF Author: Haitham E. Ashoo
Publisher:
ISBN: 9781599326559
Category : Estate planning
Languages : en
Pages : 0

Book Description


How to Become a Millionaire

How to Become a Millionaire PDF Author: Mark Lee Alch
Publisher: Longstreet Press
ISBN: 9781563526060
Category : Business & Economics
Languages : en
Pages : 248

Book Description
A guide to personal finance presents a series of investment strategies designed to generate large returns, even for those with modest incomes.