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1 oeuvres 7 utilisateurs 1 Critiques

A propos de l'auteur

Rebecca Walser is a tax attorney, a CFP and wealth strategist making her uniquely qualified to empower her clients across the country to maximize wealth while minimizing tax. She earned her bachelor's degree in finance, her JD degree, cum laude, from the University of Florida, and her advanced law afficher plus degree in Taxation from New York University. Rebecca spearheads a national practice, can be heard weekly on iHeart radio, and has been featured in numerous national media outlets. afficher moins

Œuvres de Rebecca Walser

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The advice provided in sections 2 and 3 of the book are thought provocative. That advice is definitely different from most financial advisers' advice, but the advice does point out some of the problems with traditional tax-advantaged investments. Some of the recommended products, though, are either too new or too rare accept yet. Also, one of the main tenets of the book is that the reader needs to accumulate as much wealth as possible for his/her descendants' inheritance. My feeling is that giving descendants a large inheritance isn't much different than giving needy people welfare--it invites dependence and poor decisions.

The first section of the book I found virtually worthless. The author's thoughts were all over the place, talking about social programs one minute, borders the next, then on to the federal deficit. The author actually wrote fairly well grammatically, but no one can write a book of 200 pages without errors, thus there is a need for an editor. This book does not appear to have been edited by anyone. In places, sentence wording, grammar, or sloppy thinking needed revision.

Overall, the book did provide me with some ideas to improve my investments.

… (plus d'informations)
 
Signalé
ChuckRinn | Oct 7, 2020 |

Statistiques

Œuvres
1
Membres
7
Popularité
#1,123,407
Évaluation
3.0
Critiques
1
ISBN
1