Description: Keep Your Assets. Take My Advice. by Rick Johnson Casl Cfp Cmfc Rfc Never Fall Victim to Wall Street Again Recently, most people have been victimized by the revenue generating machine that is Wall Street. The truth is, Wall Street only cares about making the most revenue they can from you. You will learn: The 20%/65% rule of investing in both bear and bull markets. When and why to move your investments to cash. Why agency relationships and suitability are a far cry from fiduciary responsibility. How to convert your IRA to a tax-free Roth IRA using either a Home Equity Line of Credit, a Reverse Mortgage, or a Real Estate Option. A way to pay off your 30-year mortgage in ten or eleven years. How you can get rid of credit card debt in months, not years. Why segmenting your money and using principal for income may put you in a lower tax bracket. How to do a background check on your financial advisor annually. What to look out for in regard to outlandish performance claims by financial advisors. The strategies presented herein will teach you how to have a consistent process and a plan for your success. You will never again fall victim to Wall Streets shenanigans. FORMAT Hardcover LANGUAGE English CONDITION Brand New Publisher Description Never Fall Victim to Wall Street Again Recently, most people have been victimized by the revenue generating machine that is Wall Street. The truth is, Wall Street only cares about making the most revenue they can from you. You will learn: The 20%/65% rule of investing in both bear and bull markets. When and why to move your investments to cash. Why agency relationships and suitability are a far cry from fiduciary responsibility. How to convert your IRA to a tax-free Roth IRA using either a Home Equity Line of Credit, a Reverse Mortgage, or a Real Estate Option. A way to pay off your 30-year mortgage in ten or eleven years. How you can get rid of credit card debt in months, not years. Why segmenting your money and using principal for income may put you in a lower tax bracket. How to do a background check on your financial advisor annually. What to look out for in regard to outlandish performance claims by financial advisors. The strategies presented herein will teach you how to have a consistent process and a plan for your success. You will never again fall victim to Wall Streets shenanigans. Details ISBN144012695X Author Rick Johnson Casl Cfp Cmfc Rfc Short Title KEEP YOUR ASSETS TAKE MY ADVIC Pages 192 Language English ISBN-10 144012695X ISBN-13 9781440126956 Media Book Format Hardcover Year 2009 Country of Publication United States Illustrations black & white illustrations Imprint iUniverse Publisher iUniverse UK Release Date 2009-03-16 AU Release Date 2009-03-16 NZ Release Date 2009-03-16 US Release Date 2009-03-16 Publication Date 2009-03-16 Subtitle It is Easier to Climb Out of a Shallow Hole Audience General We've got this At The Nile, if you're looking for it, we've got it. With fast shipping, low prices, friendly service and well over a million items - you're bound to find what you want, at a price you'll love! TheNile_Item_ID:84396731;
Price: 52.95 AUD
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End Time: 2025-01-14T04:02:14.000Z
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Restocking fee: No
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Format: Hardcover
Language: English
ISBN-13: 9781440126956
Author: Rick Johnson Casl Cfp Cmfc Rfc
Type: Does not apply
Book Title: Keep Your Assets. Take My Advice.