Darren Wurz, Darren Wurz

The Lawyer Millionaire (eBook, ePUB)

The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence

• Format: ePub

Produktbeschreibung

Table of Contents:

PART I: Foundations of Wealth

Introduction


1. Getting Started
2. Paying Off Your Student Loans
3. Managing Irregular Income
4. Buying a House
5. The Biggest Money Mistakes Attorneys Make


PART II: Growing Rich: Investing for Attorneys


6. The Time Value of Money
7. Introduction to Investments
8. Investment Strategies
9. Assessing Your Risk Tolerance
10. Guide to Asset Allocation by Age
11. Real Estate Investing
12. Biggest Investing Mistakes to Avoid


PART III: Tax Minimization for Attorneys


13. Retirement Accounts
14. The Roth Backdoor and Mega-Backdoors
15. Turbocharged Tax Deferral
16. The Stealth IRA
17. Contingency Fee Tax Deferral
18. Charitable Tax Strategies
19. Life Insurance Tax Strategies
20. 10 Tax Tips for Attorneys


PART IV: Protecting Your Wealth


21. Life Insurance Protection
22. Disability Risk
23. Liability Risk


PART V: Running Your Own Practice


24. Choosing a Business Structure
25. Improving Your Bottom Line
26. Business Continuity Planning
27. Surviving a Recession


PART VI: Planning for Retirement


28. How Much Do I Need to Retire?
29. Retirement Income Planning
30. Getting the Most Out of Social Security


PART VII: Law Firm Succession


31. What's a Law Firm Worth?
32. How Do You Sell a Law Firm?
33. Making the Sale Successful

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Produktdetails

• Verlag: American Bar Association
• Seitenzahl: 270
• Erscheinungstermin: 28. Juli 2022
• Englisch
• ISBN-13: 9781639051489
• Artikelnr.: 69112944

Autorenporträt

Darren Wurz is a fee-based financial advisor and co-owner of Wurz Financial Services, where he operates the Northern Kentucky / Cincinnati office. He is a CERTIFIED FINANCIAL PLANNER(TM) and has a master's degree in financial planning from Golden Gate University. Darren specializes in serving the unique financial planning needs of attorneys and law firm owners. He is the host of The Lawyer Millionaire Podcast and author of The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence, published by the American Bar Association. Darren is a member of the American Bar Association and the Financial Planning Association. He is also active in his local community as a member of the Cincinnati Bar Association, Northern Kentucky Bar Association, Covington Business Council, and Northern Kentucky Chamber of Commerce. To learn more about Darren, connect with him on LinkedIn and Twitter. Or visit his website at www.wurzfinancialservices.com.