Affluent for Life
Affluent for Life is a straightforward resource to provide you with essential strategies to expand and protect your net worth. Limited copies available; be sure to purchase yours today!
- How to gift assets tax-efficiently to children and descendents during your lifetime.
- How to maximize your investment potential by allocating and rebalancing your portfolio.
- Which insurance policies best protect wealth against life's "what if" events.
- When to borrow from banks and other firms and how to use the loans to expand your wealth.
- How to prevent IRA and 401(k) assets from passing mistakenly to the IRS.
- Best times to exercise and sell stock options and restricted stock.
- How to pass a family-owned business to heirs without friction or costly feuds.
- How to leave your family a valuable legacy by setting up a charitable gifting program.