Plan Your Financial Future: A Comprehensive Guidebook to Growing Your Net Worth
暫譯: 規劃你的財務未來:增長淨資產的全面指南
Keith R. Fevurly
- 出版商: Apress
- 出版日期: 2018-06-02
- 售價: $1,590
- 貴賓價: 9.5 折 $1,511
- 語言: 英文
- 頁數: 388
- 裝訂: Paperback
- ISBN: 148423636X
- ISBN-13: 9781484236369
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商品描述
Get your financial life in order. This comprehensive and objective guidebook will help you grow your net worth on a steady and increasing basis, regardless of your income level.
This new and expanded edition covers changes and strategies to maximize financial benefits and planning resulting from the recent tax legislation, beginning January 2018, and changes to the Affordable Care and Protection Act of 2010. Covering all the financial bases you can reasonably expect to confront in your lifetime, such as insurance, investing, income tax planning, Social Security, Medicare, and more, this vital resource begins with techniques to protect a consumer's personal and business assets. It then transitions into the wealth accumulation process and outlines tax management measures, as well as the distribution of wealth for higher education, retirement, and estate planning purposes.Written by an expert and long-standing educator in the field of personal financial planning, Plan Your Financial Future is a no-nonsense, straightforward, and holistic view of the financial planning process. It is the one resource you need to become a more knowledgeable saver and translate those savings into the accumulation of future wealth.
What You'll Learn
- Insure yourself, your family, and your property against the possibility of significant loss
- Invest in financial or real assets―or both
- Implement effective tax planning and management techniques
- Distribute your estate at death to your intended beneficiaries in a tax-efficient manner
- Discover strategies to maximize financial health taking into consideration the new tax legislation, effective January 1, 2018
商品描述(中文翻譯)
整理你的財務生活。本書是一部全面且客觀的指南,將幫助你在穩定且持續增長的基礎上提升你的淨資產,無論你的收入水平如何。
這本新修訂版涵蓋了自2018年1月起生效的最新稅法變更及策略,以最大化財務利益和規劃,並針對2010年《平價醫療法案》的變更進行說明。本書涵蓋了你一生中可能面對的所有財務基礎,例如保險、投資、所得稅規劃、社會安全、醫療保險等,這本重要的資源首先介紹了保護消費者個人和商業資產的技術。接著轉向財富累積過程,並概述稅務管理措施,以及為高等教育、退休和遺產規劃目的的財富分配。
由一位在個人財務規劃領域的專家和長期教育者撰寫的《規劃你的財務未來》提供了一個不含廢話、直接且全面的財務規劃過程視角。這是你成為更有知識的儲蓄者並將這些儲蓄轉化為未來財富累積所需的唯一資源。
你將學到的內容:
- 為自己、家人和財產投保,以防止重大損失的可能性
- 投資於金融資產或實體資產,或兩者兼而有之
- 實施有效的稅務規劃和管理技術
- 在去世時以稅務高效的方式將你的遺產分配給預定的受益人
- 發現考慮到2018年1月1日生效的新稅法的財務健康最大化策略
本書適合誰:
無論你是最近的畢業生還是已在職場工作數十年,本書將為你提供整理財務生活所需的聰明且常識性的建議。