
More Wealth, Less Taxes
Practical, Time-Tested Strategies to Keep More of What Your Earn and Build Tax Efficient Wealth for the Future
- English
- ePUB (mobile friendly)
- Available on iOS & Android
More Wealth, Less Taxes
Practical, Time-Tested Strategies to Keep More of What Your Earn and Build Tax Efficient Wealth for the Future
About this book
With unique and proven strategies for wealth accumulation, this is the essential guide to paying lower taxes while working and in retirement.
As a veteran in the financial services industry, Certified Financial Planner Lance Belline knows how essential it is to save strategically and understand how the tax code works. More Wealth, Less Taxes is his guide for anyone who wants to go from "good" to "great" financially.
Filled with real-life examples and stories of clients growing their wealth beforeâand afterâthey learned of the bucket strategy, Belline's guide helps individuals gain confidence, peace of mind, and clarity of how they should save and invest. His approach is designed for anyone seeking to learn more about potential tax savings, wealth creation, and financial pitfalls to avoid.
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Information
Table of contents
- Cover
- Title
- Copyright
- Table of Contents
- Foreword
- Acknowledgments
- Introduction
- CHAPTER ONE: Everything You Need to Know to Build Wealth Tax-Efficiently
- CHAPTER TWO: Dirty Little Secret #1âHow Most People End Up in Bucket One
- CHAPTER THREE: When to Plan and When to PayâBucket Two
- CHAPTER FOUR: Positive Cash Flow, Tax-FreeâBucket Three
- CHAPTER FIVE: Roadblocks to Wealth AccumulationâThe Human Element
- CHAPTER SIX: Small Business & Corporate Executive Strategies
- CHAPTER SEVEN: Estate Planning & Charitable Strategies
- CHAPTER EIGHT: Retirement Income of the Future
- CHAPTER NINE: A Financial Advisorâs Real Value
- Glossary of Financial Terms
- Disclosure
- About the Author