Tax Strategies for High Net-Worth Individuals: Save Money. Invest. Reduce Taxes.

by Adil N Mackwani

This book contains strategies to Save Money, Invest, and Reduce Taxes. Such strategies include opening a SEP IRA, contributing to your 401K, maximizing Life Insurance and many more. It is intended to help all incomes levels but in particular people of High Net-worth such as Business Owners, Doctors, and Lawyers. The book contains strategies that could help your overall Financial Plan after consulting with a fiduciary professional.

104 pages, Paperback

Published March 26, 2020

Reviews

[Jay Pruitt · Rating 3 out of 5]

A short read about various tax strategies. Mainly a discussion of retirement plans (401k, IRA, ROTH), but it also covers using 529 Plans (college), taking Social Security distributions, annuities, trusts, setting up corporation entities as tax shelter, etc. Not much depth of coverage here, but still useful to at least trigger some ideas that may need to be further considered.

[Logan Ortega · Rating 5 out of 5]

Excellent information for high income individuals

This is my first book on tax strategies. I learned a ton and was able to understand the concepts with ease. I definitely recommend this book to high income individuals looking to shelter their income from high tax rates.

[Zach Riegler · Rating 4 out of 5]

learned a lot in this one

[Austin Travis · Rating 1 out of 5]

Save your time. The author doesn’t seem to actually understand high net worth planning. This is a book written for “normal” people marketed to high net worth individuals. Bad read, bad advice

[David Stampfli · Rating 5 out of 5]

Great book

I found this book to be really helpful and well worth the few $$ that I spent on it. It helped me understand more about back door Roth IRAs.

[TYS Jewelers · Rating 5 out of 5]

Quick Read with great steps for Business owners to consider!