JK Lasser's New Rules for Estate, Retirement, and Tax Planning - Stewart H. Welch, J. Winston Busby

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E-Book (pdf) JK Lasser's New Rules for Estate, Retirement, and Tax Planning von Stewart H. Welch, J. Winston Busby

JK Lasser's New Rules for Estate, Retirement, and Tax Planning Stewart H. Welch, J. Winston Busby E-Books Englisch

The popular handbook to estate planning, now updated for 2018

Since its first publication in 2002, New Rules for Estate, Retirement, and Tax Planning has sold more than 40,000 copies, providing a solid, accessible introduction to estate planning for any age or income bracket. Now in its sixth edition, Estate, Retirement, and Tax Planning continues this tradition, covering such topics as trusts, donations, life insurance, and wills in easy-to-understand language that offers valuable insights and solid strategies to help you preserve your wealth and plan your estate so that your assets go where you want with a minimum of taxes and government interference. This comprehensive guide answers such common questions as: How much do I need to retire comfortably? How do I protect my children's inheritance? How do I ensure planned donations are made after I'm gone? And many more.

The Sixth Edition is also fully updated to reflect changes following the 2018 Tax Cuts and Jobs Act, so that you can learn how new regulations could impact your inheritance and trusts. Other notable features include advice on working with elderly parents and introducing financial planning to children and teenagers, in addition to a list of professional advisers and a glossary of estate planning terms.

Understand estate planning and obtain solid strategies for growing your wealth
Explore asset protection and succession planning strategies
Discover how recent updates to the tax code could affect you and your heirs
Stay informed of any relevant law changes with an author-managed web site

Estate, Retirement, and Tax Planning contains a wealth of valuable information for any adult who needs help planning their financial future, from the established professional heading toward retirement, to the young adult looking to understand the basics. Wherever you are in your journey, use Estate, Retirement, and Tax Planning to ensure your legacy is protected.

Autorentext

STEWART H. WELCH, III, AEP^®, CFP^®, is a nationally recognized, fee-only financial advisor. The author of six books, he is founder of The Welch Group, which manages in excess of $1 billion for a nationwide clientele.

J. WINSTON BUSBY, ESQ, LLM, counsels clients on tax and estate planning. He is co-author of the New Rules for Estate, Retirement, and Tax Planning, Fifth Edition, and writes regularly on income and transfer tax planning.

Klappentext

BUSINESS & ECONOMICS/PERSONAL FINANCE/TAXATION

The updated bestseller on growing and protecting your wealth

You've worked hard your entire life and you've managed to accumulate assets. Don't let them go to taxes instead of the people and charities you love. This book helps you sidestep the minefield of confusion, assumptions, and misunderstanding to plan your financial future the way you want it, regardless of age or income level. You'll find up-to-the-minute facts, valuable insight, and solid strategies to help you preserve your wealth and plan your estate under current tax rules with information on retirement planning, trusts, charitable contributions, gifts, and wills.

This fully revised and updated sixth edition of New Rules for Estate, Retirement, and Tax Planning fully exposes how to keep your financial goals on track within The Tax Cuts and Jobs Act of 2017. Preserve your wealth and ensure your estate is managed to your wishes with the least possible taxes and government interference by:

Gaining a foundation in how the latest tax reform law impacts your inheritance and trusts
Implement time-proven strategies for growing and managing wealth
Avoid the most common pitfalls of retirement planning, creating wills and trusts, philanthropic donations, and much more

Inhalt

Acknowledgments xi

Introduction xv

1 Tax Cuts and Jobs Act of 2017 1

Ordinary Income Tax Rates 2

Capital Gains Tax Rates and Qualified Dividends 2

Educational Provisions 2

Business and Corporate Tax Relief 5

Estate, Gift, and Generation-Skipping Transfers 6

Dangers of Relying on Portability 9

Limitations on Deductions 11

2 Estate Planning 15

What Is Estate Planning? 15

The Benefits of Estate Planning 16

The Nightmares of Poor Planning 18

The Myths of Estate Planning 19

Guidelines for Successful Estate Planning 20

3 The Estate Tax System 23

Determining Your Estate Net Worth 23

Your Estate Tax Picture 29

Your Future Estate 33

Overview of Estate-Planning Strategies 35

4 Investment Strategies for Maximizing Estate Growth 37

Growth Strategy with a Safety Net® 38

Prioritizing Your Investment Dollars 43

Retirement Planning: Choosing the Best Investment

Environments 43

Roth Conversions 46

Some Final Thoughts on Investing 53

5 Retirement Planning: Living Your Dream 55

Your Retirement Requirements 56

Best Retirement Strategies 61

Reverse Mortgages 67

Social Security Strategies 70

Customizing Your Health Care Plan 75

6 You Don't Have a Will? Big Trouble! 79

Property Transfers at Death 80

Transfers via Probate 81

Direct Transfers by Title 84

Other Methods of Property Ownership 88

Choosing the Best Methods of Ownership 90

Setting Estate-Planning Goals 91

7 Where There's a Will, There's Your Way! 93

What Is a Will? 93

Types of Wills 93

Advantages and Disadvantages of Wills 95

Intelligent Decisions Concerning Your Will's Basic Provisions 97

Executing Your Will 110

Where to Store Your Will 111