The Wealth Code 2.0 (PDF)

Preface xi Acknowledgments xiii Introduction xvii Chapter 1 Freeing Your Estate from Conventional Thinking 1 An Unconventional Approach 2 In Summary 3 Chapter 2 The Best Portfolios Are Mixtures of Many Different Asset Classes 5 The Real Meaning of Portfolio Diversifi cation 6 In Summary 9 Chapter 3 The Key to Protecting and Building Wealth in Good Times and Bad 11 General Practitioner versus Specialist 11 In Summary 15 Chapter 4 The Process of Wealth 17 Wealth Bucket 101 19 Buy Assets to Pay For Liabilities! 21 Fortune 400 Secret 23 Brokerisms 25 In Summary 27 Chapter 5 Leaks in the Bucket 29 Not Following Common Sense 30 Limited Investment Diversifi cation 31 Infl ation 35 Investment Fees 42 Income, Income, Income 49 Taxes 51 Poor Estate Planning 55 Poor Asset Protection 57 Liquidity 59 Summary: Leaks in the Bucket 61 Chapter 6 True Asset Class Diversification 63 The General Asset Classes 63 20,000 Foot Viewpoint on Money 72 Liquidity Leak Reexamined 87 Chapter 7 Foundations for Your Financial Table 91 Matching Beliefs to Your Asset Choices 91 Time and Real Assets 93 Direct Participation Programs 94 Accreditation of Investors 96 Commissions and Fees 99 Prioritization and Placement of Portfolio Investments 101 In Summary 103 Chapter 8 Building a Strong Financial Table 105 Step One: Know Yourself 106 Step Two: Liquidity Time Lines 108 Step Three: Income Needs 113 Step Four: Growth Needs 120 Step Five: Benefi ciary Needs 125 Putting Together a Financial Plan 127 In Summary 142 Chapter 9 Life Insurance, Annuities, and How They Relate to Your Wealth Code 143 General Need for Life Insurance--Family Liabilities 144 Federal Estate Taxes 146 Annuities 149 Index Universal Life and Index Fixed Annuities 150 MVA versus Non-MVA Annuities and Why You Need to Know This 152 In Summary 153 Conclusion: Time to Take Action! 155 Appendix A: Case Studies 159 Appendix B: Different Investment Asset Classes 185 Appendix C: Discounted Roth Conversions 243 Appendix D: 1031 Real Estate

Jason Vanclef (Santa Monica, CA) is a Financial Planner and strategist whose Asset Class Diversification model, taught in this book, is responsible for 97% of his clients--around 750 men and women--not only to weather the economic storm between October 2007 and March of 2009, but to make money. Vanclef specializes in the use of alternative investments such as oil/gas, commercial real estate, equipment leases, rare coins and so forth. He teaches the use of these investments alongside traditional ideas to build worst case scenario portfolio's for his clients as well as follow a more common sense viewpoint to the economy and what lies ahead. Education is the core of his diversification model and he spends the majority of his time teaching current clients about the various investment ideas and how they relate to each other. Investment ideas the rich use often yet most people are unaware of. The Wealth Code: How the Rich Stay Rich in Good Times and Bad is a culmination of the years spent educating his clients through stories to simplify very complex investment strategies and concepts that have allowed the informed rich to stay rich in these tumultuous times.

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