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The Home Equity Management Guidebook

Roccy DeFrancesco; JD; CWPP; CAPP; MMB

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ISBN 10: 0977077098 / ISBN 13: 9780977077090
Verlag: TriArc Advisors, LLC, 2007
Gebraucht Zustand Used Soft cover
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Über diesen Titel:


This book is dedicated to readers who are looking for understandable answers to the following questions: 1) How do you build a tax-free retirement nest egg in the most efficient and most economic manner possible? 2) How do you build a tax-free retirement nest egg in the most efficient and least risky manner possible? 3) What is the difference between a sales book and an educational book? 4) Does it make sense to pay off your home mortgage early, and, if not, why not? 5) What is Equity Harvesting and why is it such a hot topic in the insurance, financial, and mortgage marketplaces? 6) How can you pay off your current home mortgage years earlier without changing your lifestyle? 7) What is the 1% Cash Flow Arm (CFA) mortgage and is it right for you? 8) Is cash value life insurance a good financial tool to build wealth for retirement? 9) Does it make financial sense to over-fund a qualified retirement plan or IRA? 10) How can you use Home Equity Management to remove money from your IRA tax free in retirement? 11) What is a Reverse Mortgage, and is it something you or your parents should consider after reaching 62 years of age? 12) What are the laws that govern your ability to use Home Equity Management to your benefit as a tax-favorable/wealth-building tool?

Über den Autor: Roccy M. DeFrancesco, Jr., JD, CWPP, CAPP, MMB is the Founder of The Wealth Preservation Institute, the creator of the Certified Wealth Preservation Planner (CWPP), Certified Asset Protection Planner (CAPP), Master Mortgage Broker (MMB) designations and the Co-Founder of the Asset Protection Society. Roccy is on the editorial board for the CPA Wealth Provider. Roccy received his B.S. degree from Embry Riddle Aeronautical University (where he also received his commercial pilot's license), and his J.D. from Valparaiso University School of Law. Roccy is licensed to practice law in both Indiana and Michigan and is "of counsel" for DeFrancesco Law Offices. Roccy is the Author of The Home Equity Management Guidebook©, The Doctor s Wealth Preservation Guide© and the Editor of a book titled: Wealth Preservation Planning: A Team Approach©, by The National Society of Accountants. He has also authored a number of advanced asset protection and wealth preservation articles that have been published in Orthopedics Today, The Rake Report by PriceWaterhouseCoopers, the CPA Journal, Strategic Orthopaedics, General Surgery News, Physician Money Digest, Physician Money Digest OB/GYN Edition, MD Life Magazine, Anesthesiology News, the Indiana Bar Journal, the OH CPA Newsletter, Financial Planning Magazine, Physician News Digest, American Urological Association News, Society of Financial Service Professionals, Today s CPA, the New Hampshire Society of CPAs, Insurance Selling Magazine. He has also lectured for the Indiana State Medical Association, Ohio State Medical Association, Academy of Medicine of Cincinnati, Mid-America Orthopaedic Association, the MI, OH, IN, and KY CPA Societies, the Orthopedic Surgeon Income Symposium, the Indiana Continuing Legal Education Forum, PAHCOM, BONES, the American Academy of Medical Management, TXMGMA, Association of American Physicians and Surgeons, the Michigan Orthodontics Association, the National Funeral Home Directors Association, Society of Financial Services Professionals, CPA/Law Forum of Illinois and the Elon University Love School of Business, the Society of Financial Service Professionals, National Association of Accountants on advanced asset protection, income and estate tax reduction and overall cost reduction issues for the medium to small business owner. He is also on the Law Practice Management Committee for the Indiana Bar Association, and is a contributor for the Financial Services Journal among others and CNBC s Open Exchange Program.

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Bibliografische Details

Titel: The Home Equity Management Guidebook

Verlag: TriArc Advisors, LLC

Erscheinungsdatum: 2007

Einband: Soft cover

Zustand: Used


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