A zillion books have been written about investing and wealth management. Most of them cover the same basic turf. But some of the most amazing tools for building wealth are little-known strategies that many wealth advisors don't seem to know about or think about. In this book, Tony Perrone shares nine of these strategies with you. They can help you magnify your net income without earning a dime more than you already do, and live a more comfortable and adventurous retirement.
I Didn't Know I Could Do That! is filled with hands-on wisdom that Tony has picked up in his twenty- plus years of wealth management work. Some of the ideas help you make money, some help you avoid losing it. Used together or separately, they can help transform your retirement . Every tip in this book is built on Tony's money philosophy: it's not how much you make, it's how much you keep.
"synopsis" may belong to another edition of this title.
Tony Perrone is President and Founder of the Estate and Business Planning Group. He works in the retirement and business markets, where he uses cutting- edge strategies to help his clients save on taxes, avoid costly penalties, and bolster their net income. His focus is designing income-producing portfolios for retirement. For sixteen years, Tony was the host of the popular AM radio talk show, Now You Know on FM 96.5 News Talk WDBO in Orlando, which could be heard from Jacksonville to Tampa to Vero Beach. He gives talks throughout Florida on topics like Estate Planning, IRA Distribution Techniques, Long-Term Care Planning, Ways to Avoid Probate, Business Succession Planning, and Advanced Investment Principles. Tony is registered with Ameritas Investment Corp.(AIC). Member FINRA/SIPC to offer securities and investment advisory services.AIC is not affiliated with Estate and Business Planning Group. The opinions expressed in this book are Tony's and are not necessarily representative of AIC. Representatives of AIC are not permitted to provide tax or legal advice. The reader should consult with their own, tax, legal and financial professional before implementing any of the strategies discussed in this book. The strategies discussed should not be construed as a recommendation or solicitation and may not be suitable for all readers. He's a dedicated family man who empowers his clients to spend more time with their families.
"About this title" may belong to another edition of this title.
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