Financing Accounts Receivable for Retirement and Asset Protection

Financing Accounts Receivable for Retirement and Asset Protection PDF Author: Ronald J Adkisson
Publisher: iUniverse
ISBN: 0595370446
Category : Accounts receivable loans
Languages : en
Pages : 129

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Book Description
Accounts receivable financing is one of today's hottest marketed business strategies. It involves borrowing against your receivables on an interest-only basis and then investing the proceeds in a tax-deferred annuity or life insurance product. The first goal is to successfully arbitrage the simple interest you pay on the loan against the compounded growth within the annuity or life insurance product to increase your retirement funding. The second goal is to remove the value of the accounts receivable away from the reach of business creditors and place it into an asset protected environment. But are these goals really met? Yes or No, depending on how the program is structured. Not all accounts receivable financing programs are alike and, as you may find out too late, nobody looks out for your interests in these transactions. Financing Accounts Receivable for Retirement and Asset Protection presents a candid look at the subject, including the mechanics of such programs, economic underpinnings, asset protection and tax issues. An overview of the types of annuities and life insurance products used in accounts receivable financing is included, plus information on alternative programs, factoring and finding the right program for you.

Financing Accounts Receivable for Retirement and Asset Protection

Financing Accounts Receivable for Retirement and Asset Protection PDF Author: Ronald J Adkisson
Publisher: iUniverse
ISBN: 0595370446
Category : Accounts receivable loans
Languages : en
Pages : 129

Get Book Here

Book Description
Accounts receivable financing is one of today's hottest marketed business strategies. It involves borrowing against your receivables on an interest-only basis and then investing the proceeds in a tax-deferred annuity or life insurance product. The first goal is to successfully arbitrage the simple interest you pay on the loan against the compounded growth within the annuity or life insurance product to increase your retirement funding. The second goal is to remove the value of the accounts receivable away from the reach of business creditors and place it into an asset protected environment. But are these goals really met? Yes or No, depending on how the program is structured. Not all accounts receivable financing programs are alike and, as you may find out too late, nobody looks out for your interests in these transactions. Financing Accounts Receivable for Retirement and Asset Protection presents a candid look at the subject, including the mechanics of such programs, economic underpinnings, asset protection and tax issues. An overview of the types of annuities and life insurance products used in accounts receivable financing is included, plus information on alternative programs, factoring and finding the right program for you.

Financial Fund of Knowledge

Financial Fund of Knowledge PDF Author: Michael Reiman
Publisher: Variocity
ISBN: 1933037644
Category : Business & Economics
Languages : en
Pages : 132

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Book Description
After learning the art of medicine, are you prepared for the business of medicine? You have spent years training in the art of medicine, but are you prepared for the business of medicine? Financial Fund of Knowledge shares practical and insightful business and financial tips for residents and physicians. You'll find suggestions for managing medical school loans to your advantage, negotiating your employment contract, choosing asset protection strategies, taking steps to reduce tax liabilities, determining the best insurance products and investment tools, and avoiding the typical missteps taken by physicians in their financial and business decisions. Michael Reiman, CFS, is President of Reiman Financial, LLC in Dallas, Texas. Max Adams, Esq, LUTCF, CRFA, is President of M.A. Financial Group in Miami, Florida. They've helped hundreds of doctors as partners in their financial planning process.

Asset Protection for Business Owners and High-Income Earners

Asset Protection for Business Owners and High-Income Earners PDF Author: Alan Northcott
Publisher: Atlantic Publishing Company
ISBN: 1601380054
Category : Business & Economics
Languages : en
Pages : 290

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Book Description
Congratulations! You have worked hard for many years and own a booming business; or perhaps you are a successful doctor, attorney, CPA, or another high-income earner. Making that money was difficuUnfortunately, you are on the radar with pending lawsuits from other businesses, employees, business partners, past marriages, relatives, the government, or anyone else who thinks they can reach your assets. With a little knowledge and access to the Internet, anyone can discover a lot of information about you, including: your home, cars, boats, real estate, bank, and investment accounts - essentially everything you own. Lawsuits are rampant in this country. Statistics show there is one attorney in this country for every 300 residents; there are an estimated 150,000 people in law school as we speak. On average, 80,000 lawsuits are filed each day. When you are sued, it is too late to protect your assets. You are exposed. Fortunately, you can act now to protect yourself and family later. In this easy-to-read and comprehensive book, you will learn the simple steps you need to do to protect yourself before there is a problem. The book provides a number of worksheets to help you decide the best plan of action for your financial position and personal needs. You will learn the ins and outs of protecting yourself and your family through legal methods, such as corporations, family limited partnerships and trusts, family saving trusts, offshore trusts corporations, and limited liability companies (LLCs). You will learn how to reposition your assets into legal entities that you control, creating bullet-proof security. You will learn about irrevocable living trusts, creating and maintaining LLCs, equity-stripping techniques, privacy plans, durable power of attorney, bankruptcy legislation, and estate planning for high-income individuals, as well as living, testamentary, and pour-over wills. The trick is to own nothing directly but control everything legally. Once your assets are repositioned and protected, attorneys mostly working on contingency fees are not going to sue you because they have nothing to gain, and since 98 percent of all lawsuits are only about the money, how can they legally take it from you? With the sound guidance in this book, you will be able to protect your hard earned assets. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company president's garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.

Asset Protection & Wealth Preservation

Asset Protection & Wealth Preservation PDF Author: Bruce Hartrich
Publisher:
ISBN:
Category : Finance, Personal
Languages : en
Pages : 133

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Book Description


Annual Report of Financial Transactions, Public Retirement Systems

Annual Report of Financial Transactions, Public Retirement Systems PDF Author:
Publisher:
ISBN:
Category : California
Languages : en
Pages : 320

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Book Description


Finance India

Finance India PDF Author:
Publisher:
ISBN:
Category : Finance
Languages : en
Pages : 1706

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Book Description


WAKE UP, SMELL THE MONEY - 10 Steps To A Better Retirement Life

WAKE UP, SMELL THE MONEY - 10 Steps To A Better Retirement Life PDF Author: Pauline Clarke
Publisher: Lulu.com
ISBN: 1909389005
Category : Self-Help
Languages : en
Pages : 101

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Book Description
An easy-to-read, comprehensive book on retirement, pensions, investsments and money. Everything you will need to know on how to capitalise on your pension fund in planning for your retirement future.

10 Commandments For Financial Freedom

10 Commandments For Financial Freedom PDF Author: Mehrab Irani
Publisher: Vision Books
ISBN: 8170949106
Category : Business & Economics
Languages : en
Pages : 255

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Book Description
How to stop worrying about money — forever! You become financially free when you can stop working for money and when money starts working for you. That’s financial nirvana — and this book shows you how to achieve it. The book takes you on the liberating journey from financial slavery to financial freedom. It contains 10 commandments for wealth creation and wealth preservation which lead to financial freedom. Step-by-step the book helps you fully understand money and its fascinating, elusive behavior, including the best ways to earn, invest, protect, budget, save, spend and multiply your money. It uncovers the unique rules of money and highlights the common financial mistakes which may be stopping you from becoming rich. This book boldly challenges — and often upturns — conventional wisdom. It reveals things about money which you may never even have thought of before. Above all, it gives you the roadmap to be financially free — forever: ● The best sources and methods of earning income ●The best ways to invest ● How asset allocation is the secret weapon for creating enduring wealth ● How to pay yourself first via budget surplus ● How to make money from "thin air" ● Beware of liabilities disguised as assets ● How investment assets help set you financially free ● How to unleash the power of good debt to multiply your wealth ● How to protect your money from financial predators.

Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors

Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors PDF Author: David Edward Marcinko
Publisher: CRC Press
ISBN: 1498725996
Category : Business & Economics
Languages : en
Pages : 756

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Book Description
It is not uncommon for practicing physicians to have more than a dozen separate insurance policies to protect their medical practice and personal assets. Yet, most doctors understand very little about their policies.Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultant

The Physician's Guide to Avoiding Financial Blunders

The Physician's Guide to Avoiding Financial Blunders PDF Author: Kenneth W. Rudzinski
Publisher: SLACK Incorporated
ISBN: 1556428758
Category : Business & Economics
Languages : en
Pages : 201

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Book Description
When was the last time you checked under the hood of your financial plan for life? From this very first question, author Kenneth W. Rudzinski draws you into an action-oriented examination of your complete financial plan, including retirement, investment, estate, asset protection, risk management, and more. The Physician's Guide to Avoiding Financial Blunders expands on Kenneth W. Rudzinski's popular financial and practice management column featured in world-renowned newspapers on ophthalmology, orthopedics, optometry, cardiology and infectious disease. Author Kenneth W. Rudzinski brings his thirty-five years of business and practice management experience directly to you in The Physician's Guide to Avoiding Financial Blunders. This is a dynamic book that provides practicing physicians at various stages of their careers and with varying personal financial means with the tips and tools to avoid the financial disasters that await most people who fail to check the details of their financial plan for life. Organized in a comprehensive and user-friendly format, physicians will embrace and appreciate the information being presented chapter by chapter in an effective point-by-point action plan that will advise "what to do vs what not do" in their personal and professional planning. Some topics covered include: - Investing - common sense lessons on how to avoid the "big mistake" in investing - Retirement - your "timeline" to prepare for the longest "vacation" of your life? - Risk management - avoid the income disaster headed your way? - Asset protection - learn how to defeat predators and creditors before they defeat you - Estate planning - your estate documents may already be extinct - Financial planning - 10 common mistakes--which ones are you making? Appealing to a wide audience, young and old, with a conversational tone and with dozens of humorous anecdotes, all physicians will benefit from reading and applying the tips and advice presented inside The Physician's Guide to Avoiding Financial Blunders. You cannot read this book without finding something in your financial plan for life that needs immediate fixing. The impact is immediate. Be prepared to be challenged to action.