More Wealth, Less Taxes
eBook - ePub

More Wealth, Less Taxes

Practical, Time-Tested Strategies to Keep More of What Your Earn and Build Tax Efficient Wealth for the Future

  1. English
  2. ePUB (mobile friendly)
  3. Available on iOS & Android
eBook - ePub

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 before—and after—they 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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Yes, you can access More Wealth, Less Taxes by Lance Belline, CFP,Lance Belline in PDF and/or ePUB format, as well as other popular books in Desarrollo personal & Estrategia empresarial. We have over one million books available in our catalogue for you to explore.

Table of contents

  1. Cover
  2. Title
  3. Copyright
  4. Table of Contents
  5. Foreword
  6. Acknowledgments
  7. Introduction
  8. CHAPTER ONE: Everything You Need to Know to Build Wealth Tax-Efficiently
  9. CHAPTER TWO: Dirty Little Secret #1—How Most People End Up in Bucket One
  10. CHAPTER THREE: When to Plan and When to Pay—Bucket Two
  11. CHAPTER FOUR: Positive Cash Flow, Tax-Free—Bucket Three
  12. CHAPTER FIVE: Roadblocks to Wealth Accumulation–The Human Element
  13. CHAPTER SIX: Small Business & Corporate Executive Strategies
  14. CHAPTER SEVEN: Estate Planning & Charitable Strategies
  15. CHAPTER EIGHT: Retirement Income of the Future
  16. CHAPTER NINE: A Financial Advisor’s Real Value
  17. Glossary of Financial Terms
  18. Disclosure
  19. About the Author