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Welch Stewart H.: J.K. Lasser's New
Rules for Estate, Retirement, and Tax P

J.K. Lasser's New Rules for Estate, Retirement, and Tax Planning

Acknowledgments xi Introduction xiii 1. One Big Beautiful Bill Act of 2025 1 Estate Tax Changes 1 Income Tax Provisions 3 Changes to the Standard Deduction 4 Mortgage Interest Deduction 4 Private Mortgage Insurance (PMI) Premium Deduction Is Restored 4 State and Local Taxes (SALT) 5 Child and Dependent Care Tax Credit Increased 7 Child Tax Credit Enhancements 8 No Tax on Overtime 11 No Tax on Social Security 12 New Deduction for Car Loan Interest 13 New Charitable Contribution Deduction for Non-Itemizers 14 New Charitable Contribution Limitation for Itemizers 15 Changes to the Alternative Minimum Tax (AMT) 16 Clean Energy Tax Credit Phaseout 17 Wagering Losses Rule Modified 17 Educator Expense Deduction Expanded 17 Personal Casualty Losses (Slightly) Expanded 17 Education Provisions 18 Trump Savings Accounts 18 Section 529 Plans 18 Postsecondary and Career Training 19 Rollover to Roth IRA 19 Significant Changes for Student Loans 19 Business Taxes and Expenses 20 Investments 22 2. Estate Planning 25 What Is Estate Planning? 25 The Benefits of Estate Planning 26 The Nightmares of Poor Planning 28 The Myths of Estate Planning 29 Guidelines for Successful Estate Planning 30 3. The Estate Tax System 33 Determining Your Estate Net Worth 33 Your Estate Tax Picture 40 Your Future Estate 43 Overview of Estate-Planning Strategies 44 4. Investment Strategies for Maximizing Estate Growth 47 Growth Strategy with a Safety Net 48 Prioritizing Your Investment Dollars 53 Retirement Planning: Choosing the Best Investment Environments 53 Roth Conversions 56 Some Final Thoughts on Investing 61 5. Retirement Planning: Living Your Dream 63 Your Retirement Requirements 64 Other Considerations 67 Account for Other Sources of Retirement Income 68 Three Quick Retirement Calculations 70 Best Retirement Strategies 71 Reverse Mortgages 77 Social Security and Your Retirement 80 Claiming Strategies to Consider 82 Customizing Your Health Care Plan for Retirement 84 6. You Don't Have a Will? Big Trouble! 89 Property Transfers at Death 90 Transfers via Probate 91 Direct Transfers by Title 94 Other Methods of Property Ownership 99 Choosing the Best Methods of Ownership 100 Setting Estate-Planning Goals 101 7. Where There's a Will, There's Your Way! 103 What Is a Will? 103 Types of Wills 103 Advantages and Disadvantages of Wills 105 Intelligent Decisions Concerning Your Will's Basic Provisions 107 Executing Your Will 119 Where to Store Your Will 120 Other Important Documents 120 Working with Your Attorney 124 When to Review Your Estate Plan 130 8. Using Trusts in Your Estate Plan 133 The Credit Shelter Trust Will 134 Disclaimers 138 Marital Trusts 140 Spendthrift Trust 144 Standby Trust 144 Other Trusts 145 9. Understanding the Living Trust 147 Advantages of Living Trusts 147 Disadvantages of Living Trusts 149 How a Living Trust Operates 150 Transferring Property into Your Living Trust 153 Types of Property Likely to Be Transferred 156 Living Trust Myths 158 Transacting Business with Your Trust 160 10. Using Insurance in Your Estate Plan 161 Life Insurance 161 Using Life Insurance to Replace Income 164 How Much Life Insurance Do You Need? 165 What Type of Life Insurance Is Best for You? 168 Insurance on a Homemaker 169 Insurance on Adult Children 169 How to Get the Best Deal on Term Life Insurance 169 Using Life Insurance to Leverage Your Estate 171 The Irrevocable Life Insurance Trust (ILIT) 172 About Your Cash Values 175 Summary 178 Tax Treatment of Long-Term Care Insurance 180 Case Study: How a Couple in Their 50s Used a Hybrid LTC Policy to Protect Retirement Savings 181 Key Takeaways: Long-Term Care Planning in 2026 and Beyond 181 Good Sources for LTC Insurance (as of the publication date for this book) 183 11. Smart Strategies for Gifting Assets to Family Members 185 The Annual Gift Tax Exclusion 185 Unintended Gifts 187 Filing a Gift Tax Return 188 The Lifetime Applicable Exclusion Amount 189 Outright Gifts 189 When the Donee Is a Minor 191 Other Tax-Free Gifts 201 Family Gifts Utilizing Trusts 202 Grantor Retained Annuity Trust 202 Grantor Retained Unitrust 204 Qualified Personal Residence Trust 204 Taking Advantage of Generation-Skipping Transfers 208 Sales to Family Members 211 Loans to Family Members 214 Sales to Intentionally Defective Grantor Trusts 214 The Legacy Trust 215 12. Strategic Planning with Charities 225 Outright Gifts to Charities 226 Testamentary Gifts to Charities 229 Gifts Using Charitable Trusts 229 Using Your Charitable Trust for Retirement Planning 232 The Private Foundation 236 13. Family Limited Partnerships 239 General Structure of the Family Limited Partnership 240 Family Limited Partnership Rules 245 14. Succession Planning for the Family Business or Farm 253 Special Estate Tax Benefits for Farmers and Closely Held Business Owners (Ultra-Wealthy) 255 Valuing Your Business or Farm 257 Succession or Sale? 257 Succession Planning: Keeping the Family Business in the Family 258 Maximizing Your Business's Value through a Sale 259 Structuring Your Buy-Sell Agreement 261 Types of Buy-Sell Agreements 261 Funding the Buy-Sell Agreement 262 One Final Strategy-The Employee Stock Ownership Plan 264 15. Asset Protection Strategies 267 The Concept of Fraudulent Transfers 267 Asset Protection for Married Couples 269 A Word about Jointly Held Property 271 Retirement Plans 272 Life Insurance 273 Using Trusts to Protect Assets 274 Using Limited Liability Entities to Protect Assets 276 Use of Multiple Limited Liability Entities 278Foreign Asset Protection Trusts (FAPT) 279 Domestic Asset Protection Trusts (DAPT) 282 16. Personal Business Planning Issues 285 Choosing the Right Entity for Your Business 285 Closing Thoughts 297 Importance of a Business Plan 299 17. The Final Chapter...Or Is It? 301 Financial planning in your 20s 302 Financial planning in your 30s 303 Financial planning in your 40s 304 Financial planning in your 50s 304 Financial planning in your 60s 305 Financial planning in your 70s and Beyond 306 Epilogue-Dealing with Parents and Their Money 309 Appendix A-Professional Advisers 311 Appendix B-Estate Planning Terms 315 Appendix C-IRS Life Expectancy Table 321 About the Author 325 Index 327

Retirement isn't the end of the road. It's a great escape.

For many Australians, retirement is seen as something to cautiously manage. But what if it could be a bold new chapter created on your terms?

In Retirement: The Great Escape Plan, award-winning financial adviser Jenny Brown challenges outdated ideas of retirement and offers a practical, reassuring roadmap for creating a life that is rich in every sense of the word. Drawing on decades of experience and real stories from clients who have made their own great escape, Jenny explores the emotional, lifestyle and financial realities of leaving work and stepping boldly into what comes next.

In four easy-to-follow parts, Jenny helps you take stock of where you are now, define what freedom looks like to you, and turn long-held dreams into achievable plans. You'll learn how to calculate your personal 'financial freedom number', design a lifestyle aligned with your values, navigate the shift away from work, and make the most of your time, health and independence. This practical book is not about slowing down. It's about living well with clarity, confidence and purpose. 

Whether retirement is on the horizon, already underway, or a long way off, Retirement: The Great Escape Plan will help you approach this new phase of life with optimism and control.

Because thriving should be fun, and naps should be epic

Retirement, The Great Escape Plan

World Scientific Studies in International Economics

Trade Policy, Trade Agreements, And Economic Growth: Essays In International Trade Theory

Financial Statement Analysis and Security Valuation ISE

“Carrie Joy meets you where you are and shows you exactly how to take control of your money, one concrete step at a time.” —Farnoosh Torabi, host of So Money and author of A Healthy State of Panic“This is more than a guide to finances. It is a call to believe in yourself, and to live the live you deserve.” —Charles Duhigg, author of bestsellers The Power of Habit and SupercommunicatorsIn this practical and empowering guide, the CEO of WorkMoney teaches you to take control of your finances to live your best life. Managing money — and getting to real financial security—can be challenging. That’s why Carrie Joy Grimes founded WorkMoney, a 9+ million member nonprofit that helps hardworking Americans afford to live good lives. The Joy of Money is her next step in equipping working people with the tools and knowledge they need to build financial security. In The Joy of Money, Carrie Joy pairs practical financial steps with the behavioral insights that make new habits stick. She doesn’t promise "a million dollars a month from your couch." She offers something better: clear explanations, real-life stories, and tools you can put to use today.Get ready to:<ul><li>Build the right mindset to succeed.</li><li>Make your debt serve you, not the other way around.</li><li>Save more and spend less without cutting joy from your life.</li><li>Invest for retirement, a home, and other big life goals.</li><li>Live the life you want—because that’s what the money is for!</li></ul>Combining the financial savvy of a CEO, the motivational power of a football coach, and the way your favorite aunt always has your back (and actually useful things to say), Carrie Joy helps you take the right next step, then the next one after that. Clear, encouraging, and immediately useful, The Joy of Money helps you do more with and feel better about your money, no matter your starting point.

In this practical and empowering guide, the founder and CEO of WorkMoney teaches you to take control of your finances and live your best life. Managing money — and getting to real financial security—can feel challenging. That’s why Carrie Joy Grimes founded WorkMoney, a more than 9-million-member nonprofit dedicated to building an America where hard work affords a good life. The Joy of Money is the next step in that mission.In The Joy of Money, she pairs practical financial steps with the behavioral insights that make them stick. Carrie Joy doesn’t promise a million easy dollars a month from your couch—instead she offers something better: a practical, no-shame path you can actually follow. With relatable stories, clear explanations, and easy tools, you’ll learn how to:<ul><li>get your mind where you need it to succeed;</li><li>set up a budget you’ll use (and keep using);</li><li>pay off credit cards and making your debt serve you, not the other way around;</li><li>invest for retirement, a home, or any big life goal; and beyond.</li></ul>Combining the wisdom of Brené Brown with the financial savvy of Suze Orman, with just enough football-coach-at-halftime for motivation, Carrie Joy helps you take the next right step, then the next one after that. Clear, encouraging, and immediately useful, The Joy of Money helps you do more—and feel better about&nbsp;your money, no matter your starting point.

How to Do More With and Feel Better About Your Money—No Matter How Much You Have

The Joy of Money

Wiley Trading

Master the lucrative discipline of quantitative trading with this insightful handbook from a master in the field In the newly revised Second Edition of&nbsp;Quantitative Trading: How to Build Your Own Algorithmic Trading Business,&nbsp;quant trading expert Dr. Ernest P. Chan shows you how to apply both time-tested and novel quantitative trading strategies to develop or improve your own trading firm. You'll discover new case studies and updated information on the application of cutting-edge machine learning investment techniques, as well as: <ul> <li>Updated back tests on a variety of trading strategies, with included Python and R code examples</li> <li>A new technique on optimizing parameters with changing market regimes using machine learning.</li> <li>A guide to selecting the best traders and advisors to manage your money</li> </ul> Perfect for independent retail traders seeking to start their own quantitative trading business, or investors looking to invest in such traders, this new edition of Quantitative Trading&nbsp;will also earn a place in the libraries of individual investors interested in exploring a career at a major financial institution.

How to Build Your Own Algorithmic Trading Business, Revised Edition

Quantitative Trading

From the creator of the hit newsletter Young Money, a guide for&nbsp; for Gen Z professionals fed up with the traditional career path&nbsp; and ready to rethink their relationship with money, work, and what it means to live well. Jack Raines did everything right: get the grades, get the job, climb the ladder. But somewhere between the meetings and the paychecks, a question crept in—Is this it? What once looked like success started to feel like a trap. So he did the unthinkable: he walked away and decided to do it all differently. What began as a quarter-life crisis turned into a full-on reinvention. In Young Money, Raines exposes the trap so many twenty-somethings fall into—chasing status, salary, and stability without stopping to ask: Is this what I actually want? Is this actually how I want to spend my time? Blending personal stories with cultural insight, he lays out a bold new manifesto for life and money: <ul><li>Time is your most valuable currency.</li><li>Every dollar reflects the hours you traded to earn it.</li><li>Real wealth means buying freedom, not flexing status.</li></ul> With humor and honesty, Young Money is the essential playbook for anyone just starting out in their post college life—and anyone ready to do it differently.

From the creator of the hit newsletter Young Money, a guide for&nbsp; for Gen Z professionals fed up with the traditional career path&nbsp; and ready to rethink their relationship with money, work, and what it means to live well. Jack Raines did everything right: get the grades, get the job, climb the ladder. But somewhere between the meetings and the paychecks, a question crept in—Is this it? What once looked like success started to feel like a trap. So he did the unthinkable: he walked away and decided to do it all differently. What began as a quarter-life crisis turned into a full-on reinvention. In Young Money, Raines exposes the trap so many twenty-somethings fall into—chasing status, salary, and stability without stopping to ask: Is this what I actually want? Is this actually how I want to spend my time? Blending personal stories with cultural insight, he lays out a bold new manifesto for life and money: <ul><li>Time is your most valuable currency.</li><li>Every dollar reflects the hours you traded to earn it.</li><li>Real wealth means buying freedom, not flexing status.</li></ul> With humor and honesty, Young Money is the essential playbook for anyone just starting out in their post college life—and anyone ready to do it differently.

A Field Guide to Wealth and Purpose in Your Twenties

Young Money

Plan better, stress less. Take small, confident steps toward financial wellness with this accessible workbook. Budgeting and financial planning can feel overwhelming—Money Mastery is here to help. This approachable workbook is designed for anyone, regardless of income. With easy exercises and simple language, it breaks down concepts like budgeting, saving, and retirement planning into manageable, encouraging parts. You don’t need a background in finance, just a desire to feel more in control of your money. Whether you’re just starting out, living paycheck to paycheck, or planning for retirement, you can use this easy-to-follow guide covering the essential building blocks of financial literacy, including: <ul><li>Strategies for saving</li><li>Budgeting for beginners</li><li>Retirement planning, regardless of your age</li></ul> Good money habits start with what you have right now. Through thoughtful prompts and step-by-step exercises, you’ll learn how to track expenses, create realistic savings goals, understand how interest works for (or against) you, and build a simple plan for the future. From managing daily expenses to setting long-term financial goals, Money Mastery helps you break down the big picture into doable steps. It’s a supportive guide for anyone ready to reduce financial stress and gain clarity around their money. Change doesn’t happen overnight, but small steps build real momentum. Each choice you make—no matter how minor—adds up over time. Whether it’s tracking your spending for one week or setting aside a few dollars, these small efforts lay the foundation for lasting financial habits. Take control of your finances before they take control of you.

A Financial Wellness Workbook

Money Mastery

Diary of a Professional Commodity Trader: Lessons from 21 Weeks of Real Trading Trading is generally far more difficult in practice than in theory.&nbsp;The reality is that no trade set up or individual trader or system can identify profitable trades in advance with complete certainty. In A Year of Trading, long-time trader Peter Brandt reveals the anxieties and uncertainties of trading in a diary of his 2009 trades. He explains his thought process as he searches for trading opportunities and executes them. Each trade includes charts, an analysis of the trade, and a play-by-play account of how the trade unfolds.

Lessons from 21 Weeks of Real Trading

Diary of a Professional Commodity Trader

As today's preeminent doomsday investor Mark Spitznagel describes his Daoist and roundabout investment approach, "one gains by losing and loses by gaining." This is Austrian Investing, an archetypal, counterintuitive, and proven approach, gleaned from the 150-year-old Austrian School of economics, that is both timeless and exceedingly timely. In The Dao of Capital, hedge fund manager and tail-hedging pioneer Mark Spitznagel-with one of the top returns on capital of the financial crisis, as well as over a career-takes us on a gripping, circuitous journey from the Chicago trading pits, over the coniferous boreal forests and canonical strategists from Warring States China to Napoleonic Europe to burgeoning industrial America, to the great economic thinkers of late 19th century Austria. We arrive at his central investment methodology of Austrian Investing, where victory comes not from waging the immediate decisive battle, but rather from the roundabout approach of seeking the intermediate positional advantage (what he calls shi), of aiming at the indirect means rather than directly at the ends. The monumental challenge is in seeing time differently, in a whole new intertemporal dimension, one that is so contrary to our wiring. Spitznagel is the first to condense the theories of Ludwig von Mises and his Austrian School of economics into a cohesive and-as Spitznagel has shown-highly effective investment methodology. From identifying the monetary distortions and non-randomness of stock market routs (Spitznagel's bread and butter) to scorned highly-productive assets, in Ron Paul's words from the foreword, Spitznagel "brings Austrian economics from the ivory tower to the investment portfolio." The Dao of Capital provides a rare and accessible look through the lens of one of today's great investors to discover a profound harmony with the market process-a harmony that is so essential today.

Austrian Investing in a Distorted World

The Dao of Capital

The new edition of this detailed and authoritative practitioner text on the taxation law of the European Union.

The new edition of this detailed and authoritative practitioner text on the taxation law of the European Union.

EU Taxation Law

The Bank of England pull back the curtain on how money really works, and what happens when it doesn't. Where does money come from? What gives a £1 coin its value? And whose job is it to actually print banknotes? Most of us think about money every day. But we tend not to think about how weird it is: a totally abstract concept, built entirely on trust, which somehow makes the whole world function. The Bank of England know more about money than most - after all, they are the ones responsible for making sure it works. Now, the Bank answer all the questions about money that you've never thought to ask - from what makes money money, to how private banks create money every time they give out a loan, to what happens to cash when it's past its sell by date (it's often moulded into garden furniture, as it turns out). Along the way, they offer your one-stop guide to how money really works - and where it might be going next.

The Secret Life of the Money System

Money: The Inside Story

Protect your family's future If you're among the millions of Americans without an estate plan, you're not alone-and you're probably not sure where to start. The third edition of Wills &amp; Trusts Kit For Dummies cuts through the confusion and gives you a clear path forward. This isn't just another legal manual. It's your roadmap to protecting what you've built and making sure your loved ones are taken care of-without the stress, guesswork, or unnecessary costs. From basic estate planning fundamentals to modern challenges like digital assets and cryptocurrency, this book covers everything you need to know. It translates intimidating legal concepts into language you can actually understand, and if you're still overwhelmed, a step-by-step strategy guide helps you start right where you are. You'll also get immediate access to online forms, worksheets, and templates you can actually use-not just read about. <ul> <li>Create a will or trust that suits your specific situation (because one-size-fits-all doesn't fit all families) </li> <li>Learn about developing technologies such as AI-powered estate planning tools, electronic wills, and online notarization </li> <li>Handle your digital legacy-from social media accounts to Bitcoin wallets </li> <li>Build a court-ready estate plan using downloadable templates and worksheets</li> </ul> Wills &amp; Trusts Kit For Dummies takes the anxiety out of estate planning and puts you in control. Your family's future is too important to leave to chance. Start protecting what matters most-today.

Wills & Trusts Kit for Dummies

J.K. Lasser's New Rules for Estate, Retirement, and Tax Planning

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