Keep Your Assets. Take My Advice.

Download or read book Keep Your Assets. Take My Advice. written by Rick Johnson CASL CFP CMFC RFC and published by iUniverse. This book was released on 2009-03-18 with total page 234 pages. Available in PDF, EPUB and Kindle. Book excerpt: Never Fall Victim to Wall Street Again Recently, most people have been victimized by the revenue generating machine that is Wall Street. The truth is, Wall Street only cares about making the most revenue they can from you. You will learn: The 20%/65% rule of investing in both bear and bull markets. When and why to move your investments to cash. Why agency relationships and suitability are a far cry from fiduciary responsibility. How to convert your IRA to a tax-free Roth IRA using either a Home Equity Line of Credit, a Reverse Mortgage, or a Real Estate Option. A way to pay off your 30-year mortgage in ten or eleven years. How you can get rid of credit card debt in months, not years. Why segmenting your money and using principal for income may put you in a lower tax bracket. How to do a background check on your financial advisor annually. What to look out for in regard to outlandish performance claims by financial advisors. The strategies presented herein will teach you how to have a consistent process and a plan for your success. You will never again fall victim to Wall Street's shenanigans.