Produktbild: The Cross-Border Family Wealth Guide

The Cross-Border Family Wealth Guide Advice on Taxes, Investing, Real Estate, and Retirement for Global Families in the U.S. and Abroad

34,99 €

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Beschreibung

Produktdetails

Einband

Gebundene Ausgabe

Erscheinungsdatum

24.01.2017

Verlag

John Wiley & Sons Inc

Seitenzahl

272

Maße (L/B/H)

23,6/15,9/3,2 cm

Gewicht

450 g

Farbe

Weiß / Ozeanblau

Auflage

1. Auflage

Sprache

Englisch

ISBN

978-1-119-23427-2

Beschreibung

Produktdetails

Einband

Gebundene Ausgabe

Erscheinungsdatum

24.01.2017

Verlag

John Wiley & Sons Inc

Seitenzahl

272

Maße (L/B/H)

23,6/15,9/3,2 cm

Gewicht

450 g

Farbe

Weiß / Ozeanblau

Auflage

1. Auflage

Sprache

Englisch

ISBN

978-1-119-23427-2

Herstelleradresse

Libri GmbH
Europaallee 1
36244 Bad Hersfeld
DE

Email: GPSR Kontakt

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  • Produktbild: The Cross-Border Family Wealth Guide
  • Foreword by Tim Kochis, JD, MBA, CFP(r) xvii
     
    Preface xix
     
    Acknowledgments xxiii
     
    About the Author xxv
     
    Part I: Financial Challenges of a Cross-Border Life 1
     
    Chapter 1 Who Are These Cross-Border Families? 3
     
    The Growing Need for a Definitive Guide 4
     
    Who's Who: Who This Book Is Meant to Serve 6
     
    Examples of Who Might Benefit from This Book 7
     
    Diagramming a Cross-Border Person: Residency and
     
    U.S. Income Tax Status 8
     
    How Many Cross-Border Professionals and Families Are There? 10
     
    Unique Challenges Faced by Cross-Border Families Connected to the United States 11
     
    Chapter 2 Unique Challenges and the Regulatory Landscape 12
     
    The Unequal Nature of Tax Regimes and Reach 12
     
    The Unique Worldwide Reach of the U.S. Tax System 13
     
    Complexity in Taxation and Other Regulations 14
     
    Scarcity of Professional Help and Information 15
     
    A Changing Legal, Financial, and Regulatory Landscape 17
     
    The Far Reach of the Foreign Account Tax Compliance Act (FATCA) 19
     
    Recommending Against Secretive Offshore Wealth Strategies 20
     
    Part II: Saving and Investing: Building Your Personal Net Worth 21
     
    Chapter 3 Building a Strong Foundation 23
     
    Retirement Destination Unknown: Invest Globally 23
     
    Spreading It Around 24
     
    Wealth Creation and Accumulation 25
     
    Saving from Earnings 25
     
    Real Estate Ownership 26
     
    Stock-Based Compensation 27
     
    Entrepreneurs and Businesses Ownership 27
     
    Investment Gains and Reinvestment 28
     
    Inheritance 28
     
    Diversification: Protecting and Growing Wealth 28
     
    Considering Your Entire Balance Sheet 29
     
    The Meaning of "Diversification" versus "Asset Allocation" 30
     
    Spreading Thing Around 30
     
    Asset Allocation in Investment Portfolios 30
     
    A Well-Allocated Portfolio Can Still Lack Diversification 32
     
    Allocating Your Net Worth: A Balance Sheet Approach 32
     
    Six Primary Asset Categories 33
     
    Three Additional Items of Importance 33
     
    Cash and Cash Equivalents 33
     
    Personal Residences 34
     
    Income Property 35
     
    Publicly Traded Securities: Stocks and Bonds 36
     
    Bonds and Bond Funds (Fixed Income) 36
     
    Stocks and Stock Funds (Equities) 37
     
    Downsides of Owning Stocks 38
     
    Concentrated Business Ownership 39
     
    Personal Debt 40
     
    Collectibles and Other Hard Assets 41
     
    Other Private Investment Vehicles 41
     
    Conclusion 42
     
    Chapter 4 Investing in the Markets: Stocks and Bonds 43
     
    Three Important Attributes 43
     
    Easy Diversification 43
     
    No Active Involvement 43
     
    Source of Growth and Risk Control 44
     
    Stocks and Bonds Work Better Together 44
     
    Setting a Risk Objective 45
     
    Managing Emotions While Focusing on the Long Term 45
     
    Stock Picking--Maybe Not 46
     
    Investment Advice to Live By 47
     
    Avoiding the Herd Mentality 48
     
    Staying Calm in Times of Change 49
     
    Determining Investment Goals and Objectives 49
     
    Four Common Investor Objectives Defined 50
     
    Fundamental Investment Guidelines 51
     
    Low-Cost Passive Investing 52
     
    Tax Efficiency Is Huge 53
     
    Global Diversification for All 53
     
    Risk Control Through Asset Allocation 54
     
    Regular Rebalancing Adds Value: Don't Invest and Forget 54
     
    Strategic Versus Tactical Asset Allocation 55
     
    Strategic Asset Allocation (SAA) 55
     
    Tactical Asset Allocation (TAA) 55
    &