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

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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 etc. The book contains strategies that could help your overall 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 etc. The book contains strategies that could help your overall Financial Plan after consulting with a Fiduciary Professional.


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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 etc. The book contains strategies that could help your overall 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 etc. The book contains strategies that could help your overall Financial Plan after consulting with a Fiduciary Professional.

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

  1. 5 out of 5

    Jay Pruitt

    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.

  2. 5 out of 5

    Logan Ortega

    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.

  3. 4 out of 5

    TYS Jewelers

    Quick Read with great steps for Business owners to consider!

  4. 4 out of 5

    Thomas

  5. 5 out of 5

    Eric

  6. 4 out of 5

    ANNIE JIHYUN BAEK

  7. 4 out of 5

    Xueshi Yang

  8. 5 out of 5

    Stacy

  9. 4 out of 5

    Chris

  10. 5 out of 5

    Agexien

  11. 4 out of 5

    Nancy

  12. 5 out of 5

    Trong Nghia

  13. 5 out of 5

    Jason Romero

  14. 4 out of 5

    Russell Lewis

  15. 4 out of 5

    Edward Culp

  16. 5 out of 5

    Dillon G Coil

  17. 5 out of 5

    Naeem chandani

  18. 4 out of 5

    Stenio Ferreira

  19. 4 out of 5

    Ken

  20. 5 out of 5

    Christopher

  21. 4 out of 5

    Lucas Lorenz

  22. 4 out of 5

    Gretchen

  23. 5 out of 5

    Takuro Kubo

  24. 4 out of 5

    Stewart

  25. 4 out of 5

    Arber Lajqi

  26. 4 out of 5

    Paul Wright

  27. 4 out of 5

    Kevin Sahin

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