Financial Independence (Getting to Point X): A Comprehensive Tax-Smart Wealth Management Guide - Hardcover

Über die Autorin bzw. den Autor

JOHN J. VENTO is the president of a New York City-based certified financial planning firm and a certified public accounting firm. John has been ranked among the most successful advisors of a nationwide investment service firm and has held that distinction for over a decade. He specializes in working with professional practices, high-net-worth individuals, and those committed to becoming financially independent.

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A FIELD GUIDE TO FINANCIAL FREEDOM

Discover how the 2017 tax reform may impact your journey to financial independence through useful discussions on the practical realities of the new laws. Keep this resource at your fingertips to:

• Understand the sweeping changes to the federal income tax code
• Make informed financial planning decisions based on the latest Tax Alpha to the 2nd Power^SM Facts and Strategies
• Achieve financial independence by starting your own business
• And much more

"You'll never reach your financial goals without a plan. This book provides a roadmap to financial independence with tax-smart strategies under the new tax laws. It is the only guide you need to help identify ways to successfully grow the wealth required to achieve your dreams."
—Guy Adami, Professional Investor and TV Personality on CNBC's "Fast Money"

"John does a fantastic job of explaining the importance of saving with practical advice that is easy to understand and implement. It should be required reading for all Americans, especially now with his insights into the recent tax changes and how that may or may not affect each person's wealth."
— Suzanne Siracuse, VP/Publisher, Investmentnews

"For anyone starting a business, the addition of Chapter 11 (as well as the entire book) is a must-read, as it interprets the financial language to a level that is understandable and user friendly. I wish I had this roadmap to help me navigate through my dental practice before I started."
— Dr. Eric S. Studley, CEO, Eric S. Studley & Associates, Inc., and Former General Practice Director and Associate Professor, NYU College of Dentistry

Aus dem Klappentext

It's a new world on both sides of the wealth management desk since the Tax Cuts and Jobs Act of 2017 ushered in the most significant tax reform in more than thirty years. Investors and financial professionals need a clear understanding on which popular wealth management strategies are now obsolete and the new tax-saving opportunities to pursue. Industry expert and educator John Vento engineered the solution by updating and expanding his authoritative system to reaching financial goals in Financial Independence (Getting to Point X), Second Edition.

The groundbreaking first edition introduced the Ten Key Wealth Management Issues and how to bring them together in harmony at Point X to discover financial independence. Now, this completely revised Second Edition reveals the new treasure map to Point X, including the latest thinking, best practices, and loopholes.

No matter where you are in your life—starting your first job, having a child, building your dream business, or entering retirement—you need realistic ways to save, budget, manage debt, minimize taxes, and live within your means. This brilliantly simple approach generates powerful returns by providing an easy-to-follow strategy of tangible actions you can take to achieve your personal goals in the new realities of the federal income tax code.

The American Dream is not dead—the old ways of achieving it are—and this hands-on guide shows you how to realize your own aspirations by enabling you to:

• Gain valuable insight through up-to-date case studies clarifying how the new tax reform functions in the real world
• Broaden your perspective by hearing from a diverse selection of experts sharing their first-hand advice for navigating the new regulations
• Turn to a dependable resource for answers every step of the way to financial independence, including how to maximize the time value of money, choose the best advisor, save $20 or more a week, and many more

The rules have changed, but your goals haven't, so use Financial Independence (Getting to Point X), Second Edition to discover the best ways to finance your dreams.