Book
Wealth unbroken : growing wealth uninterrupted by market crashes, taxes and even death / Rebecca Walser, JD, LLM, CFP.
Record details
- ISBN: 9781620235164
- ISBN: 1620235161
- Physical Description: 242 pages : illustrations, charts ; 23 cm
- Publisher: Ocala, Florida : Atlantic Publishing, Inc, 2018.
Content descriptions
| Bibliography, etc. Note: | Includes bibliographical references and index. |
Search for related items by subject
| Subject: | Finance, Personal > United States. Retirement income > United States > Planning. Wealth > United States. |
Available copies
- 1 of 1 copy available at Missouri Evergreen.
- 1 of 1 copy available at Trails Regional. (Show)
- 0 of 0 copies available at Trails Regional-Technical Services.
Holds
- 0 current holds with 1 total copy.
Show Only Available Copies
| Location | Call Number / Copy Notes | Barcode | Shelving Location | Status | Due Date |
|---|---|---|---|---|---|
| Trails Regional-Holden | 332.024 Wal (Text) | 2204701653 | Adult Non-Fiction | Available | - |
Table of Contents
Wealth Unbroken
| Section | Section Description | Page Number |
|---|---|---|
| Foreword | p. 13 | |
| Part 1 | Where We Are Now and Why We Are Here | p. 15 |
| Chapter 1 | My Humble Beginnings | p. 17 |
| 100 Men | p. 17 | |
| Flipping the Switch | p. 19 | |
| What Does It Mean to Build a Financial Legacy? | p. 20 | |
| The Wrong Path | p. 21 | |
| What Are You Leaving Behind? | p. 22 | |
| My Ticket Out | p. 23 | |
| Scariest Moment of My Life | p. 25 | |
| Fast Forward to Practicing Law | p. 28 | |
| The Boardroom | p. 28 | |
| Chapter 2 | Why You Love the Law (Even If You Don't Know It Yet) | p. 31 |
| M&Ms, Economics, and the Law | p. 31 | |
| Mud Hut to Utilities Empire | p. 35 | |
| My Turn at the Mic | p. 36 | |
| Challenging the Wisdom of Convention | p. 38 | |
| Chapter 3 | The Infection of Elitism | p. 41 |
| Security at the Oscars | p. 41 | |
| The Rationalization of Scarcity | p. 42 | |
| Tucker Carlson and the Feminist | p. 43 | |
| How Can You Really Support Both? | p. 44 | |
| Protect What Makes Our Country Great | p. 44 | |
| Venezuela | p. 45 | |
| Protect the Poor | p. 47 | |
| Universal Basic Income | p. 49 | |
| Bono Gets It | p. 50 | |
| It All Goes Back to Economics | p. 50 | |
| Capitalist China? | p. 52 | |
| China's Ghost Cities | p. 52 | |
| Consumer-Based Economies | p. 54 | |
| Self-Reliance and Self-Determination | p. 55 | |
| Chapter 4 | America's Money | p. 59 |
| How Did We Get Here? | p. 59 | |
| Our Faith in Paper Money | p. 60 | |
| The World's De Facto Currency | p. 62 | |
| A Final Nail in the Gold Standard Coffin | p. 62 | |
| Safety in Gold Accumulation | p. 63 | |
| America, and America Alone | p. 63 | |
| Golden Security - Not So Much | p. 64 | |
| A New World Reserve Currency? | p. 65 | |
| American Arrogance? | p. 65 | |
| Part 2 | Why We Aren't Where We Should Be | p. 67 |
| Chapter 5 | The Way America Retires Now | p. 69 |
| Just Sign on the Dotted Line | p. 69 | |
| Why Weren't We Taught How to Build Wealth? | p. 70 | |
| Created by Accident | p. 71 | |
| Designed to Be a Tax Dodge, Not Stand-Alone Quality | p. 72 | |
| The Rise of the 401 (k) | p. 73 | |
| The Demise of the Pension | p. 74 | |
| A Terrible Substitute | p. 75 | |
| The New Normal - High Market Volatility | p. 76 | |
| Emotionally Connected to Our Money | p. 79 | |
| We Aren't Saving Enough | p. 81 | |
| Tax Problem | p. 83 | |
| Arming Yourself with Knowledge | p. 83 | |
| Chapter 6 | Fundamental Flaw #1 - Volatility | p. 85 |
| My Son's Trike | p. 85 | |
| Mount Everest | p. 86 | |
| The Way We Used to Retire | p. 87 | |
| The Great Recession - What Really Happened | p. 89 | |
| Lower for Longer - Making History | p. 90 | |
| Negative Interest Rates - The Rules Have Changed | p. 90 | |
| The Great Irony | p. 92 | |
| 4 Percent Rule & The New Normal | p. 92 | |
| Two Types of Advisors | p. 93 | |
| The Luck of the Draw - A Special Risk | p. 94 | |
| Buy Low, Sell High | p. 96 | |
| Greed and the Two Bone Syndrome | p. 97 | |
| Buy and Hold and Missing Diamonds | p. 98 | |
| Volatility | p. 99 | |
| Chapter 7 | Fundamental Flaw #2 - Taxes | p. 101 |
| The Marshmallow Study | p. 101 | |
| Hidden, Silent, Single Biggest Threat | p. 102 | |
| Instant Gratification | p. 103 | |
| Idiotic Loan | p. 103 | |
| Who Really Wins Here? | p. 104 | |
| What We Do Know Now and What That Means for Later | p. 106 | |
| Government Overspending & Retirement Plans | p. 107 | |
| Poland - Getting It Wrong | p. 107 | |
| Challenging Conventional Wisdom | p. 108 | |
| The Perfect Storm | p. 110 | |
| A Genius System - Storm #1 | p. 110 | |
| David Walker - Storm #2 | p. 112 | |
| Conventional Wisdom Has It Wrong | p. 115 | |
| Taxes on Sale | p. 116 | |
| Always Two Yous | p. 118 | |
| Auto-Enrollment, Auto-Escalation, & Even State Run Plans | p. 118 | |
| Roth as an Alternative | p. 119 | |
| The Newest Trend - 409 As | p. 120 | |
| Greatest Transfer of Wealth in the History of the World | p. 121 | |
| Required Minimum Distribution (RMDs) | p. 122 | |
| Found Money Syndrome | p. 123 | |
| Take Back Control | p. 124 | |
| The Caterpillar and the Tax Burn | p. 125 | |
| Chapter 8 | Fundamental Flaw #3 - Debt & Interest, Retirement & Savings Cap | p. 129 |
| The Great Depression | p. 129 | |
| Spending and Saving Habits | p. 130 | |
| Retirement Savings Gap | p. 131 | |
| Suffer the Financial Consequences | p. 132 | |
| From Saving to Spending | p. 136 | |
| 10 Percent Isn't Enough | p. 137 | |
| Facing the Unknown | p. 138 | |
| How Much Should You Be Saving? | p. 139 | |
| A Hidden Tax | p. 140 | |
| Both End Up at the Zero Line | p. 141 | |
| Engineer Your Financial Future | p. 142 | |
| Part 3 | Going Forward from Here | p. 145 |
| Chapter 9 | Legal Maximization of Wealth | p. 147 |
| Penny Wise and Pound Foolish | p. 147 | |
| In 2012, Everything Changed | p. 150 | |
| Why You Need an Estate Plan | p. 151 | |
| Trusts Are for Everyone... Really! | p. 152 | |
| Five Basic Legal Documents Everyone Should Have | p. 153 | |
| What's the Difference Between a Will and a Trust | p. 153 | |
| Two Power of Attorneys | p. 155 | |
| An Advance Directive/Living Will | p. 155 | |
| You Have a Basic Responsibility | p. 156 | |
| Chapter 10 | Wealth Building Assets | p. 161 |
| Guess Who | p. 161 | |
| Guess What | p. 162 | |
| Some Financial Advisors are Clueless | p. 162 | |
| Journal of Accountancy | p. 163 | |
| Now or Later | p. 164 | |
| The Worst Part - No Control | p. 165 | |
| Eliminate the Unnecessary | p. 166 | |
| Stretch IRAs | p. 167 | |
| 100 Percent Market-Based Portfolios | p. 168 | |
| Directly Inherited Accounts | p. 168 | |
| Uniform Transfer To Minors Act | ||
| & Uniform Gift To Minors Act | p. 169 | |
| 529 Plans | p. 170 | |
| The Roth | p. 172 | |
| The Most Tax-Advantaged Way to Grow Wealth | p. 172 | |
| The Golden Child of the U.S. Tax Code | p. 173 | |
| A Sophisticated Wealth Building Tool | p. 174 | |
| Common Misconceptions about Life Insurance | p. 175 | |
| Permanent Life Insurance is Commonplace | p. 176 | |
| What If the Laws Change? | p. 177 | |
| The Wealthy Have Been Doing It for Years | p. 178 | |
| Magnitude of Life Insurance | p. 179 | |
| Protecting Wealth | p. 179 | |
| Why Not You? | p. 180 | |
| Complicated and Misunderstood | p. 180 | |
| Chapter 11 | Building Your Legacy | p. 183 |
| Indexed Universal Life | p. 184 | |
| Getting Better All the Time | p. 186 | |
| Maximizing Retirement Cash Flow - An Example | p. 186 | |
| Tax Diversification and RMD Analysis | p. 188 | |
| IUL - A Caveat or Two | p. 192 | |
| Whole Life | p. 194 | |
| Annual Gifting Strategy | p. 195 | |
| Legacy Transfers | p. 196 | |
| How Much is This Going to Cost Me? | p. 197 | |
| A Bird in the Hand | p. 198 | |
| A Gift that Could Not be Better Served | p. 199 | |
| Why Not You? | p. 201 | |
| Chapter 12 | Rum Your Own Race | p. 203 |
| Additional Strategies | p. 203 | |
| "Oh No, No, No" | p. 205 | |
| Distribution Strategies | p. 206 | |
| Not What They Used to Be | p. 207 | |
| Pension Emulator / Pension Substitute | p. 208 | |
| Safe Growth in Retirement | p. 209 | |
| Tax-Qualified Long-Term Care (LTC) | p. 210 | |
| Liquidity | p. 210 | |
| Summing It Up | p. 212 | |
| Real Estate - A Wealth Builder | p. 213 | |
| Self-Directed IRAs and The '2 For 1' Asset Strategy | p. 214 | |
| The Power of Leverage | p. 215 | |
| Age Matters | p. 216 | |
| Some Final Options | p. 217 | |
| Run Your Own Race | p. 218 | |
| Acknowledgments | p. 221 | |
| End Notes | p. 223 | |
| Index | p. 237 | |
| About the Author | p. 241 |
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