The IRA Trust: Turning Inherited Retirement Accounts Into a Financial Dynasty

4 avg rating
( 1 ratings by Goodreads )
 
9781935896012: The IRA Trust: Turning Inherited Retirement Accounts Into a Financial Dynasty

TAXES ARE OUT OF CONTROL. But the tax code provides tremendous LOOPHOLES you can use to grow your assets into a FAMILY A FORTUNE. Proper trust planning around retirement accounts can provide your loved ones with MULTI-GENERATIONAL WEALTH... but only if you plan ahead, use the RIGHT DOCUMENTS and work with the RIGHT PROFESSIONALS. WHAT YOU'LL LEARN How tax loopholes around inherited retirement accounts can avoid unnecessary taxes. How proven financial techniques can grow inherited assets exponentially. How the right kind of trust can protect this inheritance from creditors, divorce, and bad spending habits... and much, much more.

"synopsis" may belong to another edition of this title.

About the Author:

Jeffrey G. Marsocci was born in Fort Worth, Texas, and raised in Lincoln, Rhode Island, where he graduated from Mount Saint Charles Academy High School. He received his Bachelor's degree in Business from Hofstra University, and two years later earned his law degree from the same university. In 2004, he received a Certificate Degree in Non-Profit Management from Duke University, and has earned his Legal Master of Estate Preservation designation from the Abts Institute for Estate Preservation. Jeff also serves as a member of the Legal Council for The Estate Plan, a nationally recognized estate preservation company headed by Henry Abts, trust guru and author of The Living Trust. Mr. Marsocci has led his own firm in Raleigh, North Carolina, since 1996, focusing on the areas of Wills, Trusts and Life & Estate Planning with a concentration on helping his clients plan ahead to avoid problems rather than clean them up afterwards. He is also a founding member of The National Institute for Domestic Partner Estate Planning, and he frequently participates in programs to educate attorneys, financial advisors and accountants on estate planning issues. Jeff and his wife Kathleen are active Kiwanis members, working with service organizations throughout North Carolina and South Carolina. Jeff and Kathy also each received the President's Call to Service Award for performing more than 4,000 hours of service during their lifetimes.

"About this title" may belong to another edition of this title.

Top Search Results from the AbeBooks Marketplace

1.

Marsocci Esq., Jeffrey G
Published by Domestic Partner Publishing, L (2017)
ISBN 10: 1935896016 ISBN 13: 9781935896012
New Paperback Quantity Available: > 20
Print on Demand
Seller:
Murray Media
(North Miami Beach, FL, U.S.A.)
Rating
[?]

Book Description Domestic Partner Publishing, L, 2017. Paperback. Book Condition: New. Never used! This item is printed on demand. Bookseller Inventory # 1935896016

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 6.14
Convert Currency

Add to Basket

Shipping: US$ 1.99
Within U.S.A.
Destination, Rates & Speeds

2.

Marsocci Esq, Jeffrey G.
Published by Domestic Partner Publishing, LLC (2010)
ISBN 10: 1935896016 ISBN 13: 9781935896012
New Quantity Available: > 20
Print on Demand
Seller:
Pbshop
(Wood Dale, IL, U.S.A.)
Rating
[?]

Book Description Domestic Partner Publishing, LLC, 2010. PAP. Book Condition: New. New Book. Shipped from US within 10 to 14 business days. THIS BOOK IS PRINTED ON DEMAND. Established seller since 2000. Bookseller Inventory # IQ-9781935896012

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 4.36
Convert Currency

Add to Basket

Shipping: US$ 3.99
Within U.S.A.
Destination, Rates & Speeds

3.

Jeffrey G Marsocci Esq
Published by Domestic Partner Publishing, LLC, United States (2010)
ISBN 10: 1935896016 ISBN 13: 9781935896012
New Paperback Quantity Available: 10
Print on Demand
Seller:
The Book Depository US
(London, United Kingdom)
Rating
[?]

Book Description Domestic Partner Publishing, LLC, United States, 2010. Paperback. Book Condition: New. Language: English . Brand New Book ***** Print on Demand *****. TAXES ARE OUT OF CONTROL. But the tax code provides tremendous LOOPHOLES you can use to grow your assets into a FAMILY A FORTUNE. Proper trust planning around retirement accounts can provide your loved ones with MULTI-GENERATIONAL WEALTH. but only if you plan ahead, use the RIGHT DOCUMENTS and work with the RIGHT PROFESSIONALS. WHAT YOU LL LEARN How tax loopholes around inherited retirement accounts can avoid unnecessary taxes. How proven financial techniques can grow inherited assets exponentially. How the right kind of trust can protect this inheritance from creditors, divorce, and bad spending habits. and much, much more. Bookseller Inventory # APC9781935896012

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 8.65
Convert Currency

Add to Basket

Shipping: FREE
From United Kingdom to U.S.A.
Destination, Rates & Speeds

4.

Jeffrey G Marsocci Esq
Published by Domestic Partner Publishing, LLC, United States (2010)
ISBN 10: 1935896016 ISBN 13: 9781935896012
New Paperback Quantity Available: 10
Print on Demand
Seller:
The Book Depository
(London, United Kingdom)
Rating
[?]

Book Description Domestic Partner Publishing, LLC, United States, 2010. Paperback. Book Condition: New. Language: English . Brand New Book ***** Print on Demand *****.TAXES ARE OUT OF CONTROL. But the tax code provides tremendous LOOPHOLES you can use to grow your assets into a FAMILY A FORTUNE. Proper trust planning around retirement accounts can provide your loved ones with MULTI-GENERATIONAL WEALTH. but only if you plan ahead, use the RIGHT DOCUMENTS and work with the RIGHT PROFESSIONALS. WHAT YOU LL LEARN How tax loopholes around inherited retirement accounts can avoid unnecessary taxes. How proven financial techniques can grow inherited assets exponentially. How the right kind of trust can protect this inheritance from creditors, divorce, and bad spending habits. and much, much more. Bookseller Inventory # APC9781935896012

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 8.85
Convert Currency

Add to Basket

Shipping: FREE
From United Kingdom to U.S.A.
Destination, Rates & Speeds

5.

Marsocci Esq, Jeffrey G.
Published by Domestic Partner Publishing, LLC 9/29/2010 (2010)
ISBN 10: 1935896016 ISBN 13: 9781935896012
New Paperback or Softback Quantity Available: 10
Seller:
BargainBookStores
(Grand Rapids, MI, U.S.A.)
Rating
[?]

Book Description Domestic Partner Publishing, LLC 9/29/2010, 2010. Paperback or Softback. Book Condition: New. The IRA Trust: Turning Inherited Retirement Accounts Into a Financial Dynasty. Book. Bookseller Inventory # BBS-9781935896012

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 9.64
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds

6.

Jeffrey G Marsocci Esq.
Published by Domestic Partner Publishing, LLC
ISBN 10: 1935896016 ISBN 13: 9781935896012
New Paperback Quantity Available: > 20
Seller:
BuySomeBooks
(Las Vegas, NV, U.S.A.)
Rating
[?]

Book Description Domestic Partner Publishing, LLC. Paperback. Book Condition: New. 50 pages. Dimensions: 9.0in. x 6.0in. x 0.1in.TAXES ARE OUT OF CONTROL. But the tax code provides tremendous LOOPHOLES you can use to grow your assets into a FAMILY A FORTUNE. Proper trust planning around retirement accounts can provide your loved ones with MULTI-GENERATIONAL WEALTH. . . but only if you plan ahead, use the RIGHT DOCUMENTS and work with the RIGHT PROFESSIONALS. WHAT YOULL LEARN How tax loopholes around inherited retirement accounts can avoid unnecessary taxes. How proven financial techniques can grow inherited assets exponentially. How the right kind of trust can protect this inheritance from creditors, divorce, and bad spending habits. . . and much, much more. This item ships from multiple locations. Your book may arrive from Roseburg,OR, La Vergne,TN. Paperback. Bookseller Inventory # 9781935896012

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 11.96
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds

7.

Marsocci Esq., Jeffrey G
Published by Domestic Partner Publishing, LLC (2010)
ISBN 10: 1935896016 ISBN 13: 9781935896012
New Paperback Quantity Available: 10
Seller:
Ergodebooks
(RICHMOND, TX, U.S.A.)
Rating
[?]

Book Description Domestic Partner Publishing, LLC, 2010. Paperback. Book Condition: New. Bookseller Inventory # INGM9781935896012

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 9.08
Convert Currency

Add to Basket

Shipping: US$ 4.99
Within U.S.A.
Destination, Rates & Speeds

8.

Marsocci Esq., Jeffrey G
Published by Domestic Partner Publishing, LLC
ISBN 10: 1935896016 ISBN 13: 9781935896012
New PAPERBACK Quantity Available: > 20
Seller:
Russell Books
(Victoria, BC, Canada)
Rating
[?]

Book Description Domestic Partner Publishing, LLC. PAPERBACK. Book Condition: New. 1935896016 Special order direct from the distributor. Bookseller Inventory # ING9781935896012

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 8.44
Convert Currency

Add to Basket

Shipping: US$ 7.00
From Canada to U.S.A.
Destination, Rates & Speeds

9.

Marsocci Esq, Jeffrey G.
Published by Domestic Partner Publishing, LLC (2010)
ISBN 10: 1935896016 ISBN 13: 9781935896012
New Quantity Available: > 20
Print on Demand
Seller:
Books2Anywhere
(Fairford, GLOS, United Kingdom)
Rating
[?]

Book Description Domestic Partner Publishing, LLC, 2010. PAP. Book Condition: New. New Book. Delivered from our UK warehouse in 4 to 14 business days. THIS BOOK IS PRINTED ON DEMAND. Established seller since 2000. Bookseller Inventory # IQ-9781935896012

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 4.72
Convert Currency

Add to Basket

Shipping: US$ 12.00
From United Kingdom to U.S.A.
Destination, Rates & Speeds

10.

Jeffrey G Marsocci Esq.
Published by Domestic Partner Publishing, LLC (2010)
ISBN 10: 1935896016 ISBN 13: 9781935896012
New Paperback Quantity Available: 1
Seller:
Irish Booksellers
(Rumford, ME, U.S.A.)
Rating
[?]

Book Description Domestic Partner Publishing, LLC, 2010. Paperback. Book Condition: New. book. Bookseller Inventory # M1935896016

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 32.77
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds