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by Jason Vanclef
The Wealth Code 2.0: How the Rich Stay Rich in Good Times and Bad
Cover
Contents
Title
Copyright
Dedication
Preface
Acknowledgments
Introduction
Chapter 1: Freeing Your Estate from Conventional Thinking
An Unconventional Approach
In Summary
Chapter 2: The Best Portfolios Are Mixtures of Many Different Asset Classes
The Real Meaning of Portfolio Diversification
In Summary
Chapter 3: The Key to Protecting and Building Wealth in Good Times and Bad
General Practitioner versus Specialist
In Summary
Chapter 4: The Process of Wealth
Wealth Bucket 101
Buy Assets to Pay for Liabilities!
Fortune 400 Secret
Brokerisms
In Summary
Chapter 5: Leaks in the Bucket
Not Following Common Sense
Limited Investment Diversification
Inflation
Investment Fees
Income, Income, Income
Taxes
Poor Estate Planning
Poor Asset Protection
Liquidity
Summary: Leaks in the Bucket
Chapter 6: True Asset Class Diversification
The General Asset Classes
20,000-Foot Viewpoint on Money
Liquidity Leak Reexamined
Chapter 7: Foundations for Your Financial Table
Matching Beliefs to Your Asset Choices
Time and Real Assets
Direct Participation Programs
Accreditation of Investors
Commissions and Fees
Prioritization and Placement of Portfolio Investments
In Summary
Chapter 8: Building a Strong Financial Table
Step One: Know Yourself
Step Two: Liquidity Time Lines
Step Three: Income Needs
Step Four: Growth Needs
Step Five: Beneficiary Needs
Putting Together a Financial Plan
In Summary
Chapter 9: Life Insurance, Annuities, and How They Relate to Your Wealth Code
General Need for Life Insurance—Family Liabilities
Federal Estate Taxes
Annuities
Index Universal Life and Index Fixed Annuities
MVA versus Non-MVA Annuities and Why You Need to Know This
In Summary
Conclusion: Time to Take Action!
Appendix A: Case Studies
Appendix B: Different Investment Asset Classes
Appendix C: Discounted Roth Conversions
Appendix D: 1031 Real Estate Exchanges
About the Author
Index
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