Will Your Children or Uncle Sam Inherit Your Estate?
By Dale Maley
()
About this ebook
This short story explores how to prevent Uncle Sam from inheriting your estate, compared to your children inheriting your estate.
Dale Maley
Dale C. Maley is the author of the 19999 book Index Mutual Funds: How to Simplify Your Financial Life and Beat the Pros. He is also a contributing author to Chapter 18 Seeking Help from Professionals in the 2009 book The Bogleheads Guide to Retirement Planning. He is a very successful private investor who has been a student of Financial Planning and Investing for over 30 years. He was trained as an engineer at the University of Illinois and has been a practicing engineer for 32 years. His accomplishments as an engineer include the granting of 16 U.S. Patents and authorship of over 500 professional technical papers. He is also a member of the International Society of Automotive Engineers and the Society of Manufacturing Engineers. He also has earned an MBA (Masters Degree in Business Administration) degree from Illinois State University. His background in mathematics, engineering, and business provides him with the excellent basis for understanding and teaching investments and financial planning. He is also a very successful investor who has been investing in common stocks and mutual funds since 1980. He has also personally invested in both 401(K) and IRA plans, so he is familiar with participation and management of these types of investments. He has been investing in indexed common stock mutual funds since 1990. Dale became a Registered Financial Advisor in the State of Illinois in 2006 and is currently launching his business as a fee-only financial planner. He is President of Maley Financial Planning LLC.
Read more from Dale Maley
Who Are The Bogleheads And Should You Become One? Rating: 0 out of 5 stars0 ratingsWhat are the Requirements for Becoming a Financial Planner? Rating: 0 out of 5 stars0 ratingsFinancial Planning for Medical Doctors Rating: 5 out of 5 stars5/5How to Use Psychology to Achieve Your Financial Goals Rating: 0 out of 5 stars0 ratingsHow Asset Allocation Can Help You Achieve Your Financial Goals Rating: 5 out of 5 stars5/5How to Build a Fascinating Ratcheting Wood Model Rating: 0 out of 5 stars0 ratingsHow to Cut the Cost of Your Auto and Homeowner's Insurance Rating: 0 out of 5 stars0 ratingsWhat Is The Optimum Method to Convert a Retirement Portfolio Into Income? Rating: 0 out of 5 stars0 ratingsHow Do I Maximize Retirement Income From My Portfolio? Rating: 0 out of 5 stars0 ratingsShould Immediate Annuities Be a Tool in Your Retirement Planning Toolbox? Rating: 0 out of 5 stars0 ratingsIndex Mutual Funds: How to Simplify Your Financial Life and Beat the Pros Rating: 0 out of 5 stars0 ratingsHow Do You Know When We Are In A Financial Bubble? Rating: 0 out of 5 stars0 ratingsShould I Pay Off My Mortgage Early? Rating: 0 out of 5 stars0 ratingsHow Do I Select the Correct Risk Level for My Portfolio? Rating: 0 out of 5 stars0 ratingsHow Would Have a Low-Cost Index Fund Approach Worked During the Great Depression? Rating: 0 out of 5 stars0 ratingsDo I Need an Investment Policy Statement? Rating: 4 out of 5 stars4/5How Much Income Do I Really Need in Retirement? Rating: 0 out of 5 stars0 ratingsDo I Need Umbrella Insurance? Rating: 0 out of 5 stars0 ratingsAre 529 Plans Really the Best Way to Save for College? Rating: 0 out of 5 stars0 ratingsBe Very Wary of Equity Indexed Annuities Rating: 0 out of 5 stars0 ratingsRules of Thumb or Retirement Planning Software? Rating: 0 out of 5 stars0 ratingsHow to Save and Invest for Retirement Rating: 0 out of 5 stars0 ratingsHow Do I Design My Own Financial Plan? Rating: 0 out of 5 stars0 ratingsWhy We Don't Save Enough for Retirement and How You Can Save More Rating: 5 out of 5 stars5/5Fire Your Over-Priced Financial Advisor and Retire Sooner Rating: 5 out of 5 stars5/5How Can I Retire If I Am 62 and Broke? Rating: 0 out of 5 stars0 ratingsHow Do I Estimate Retirement Living Expenses? Rating: 0 out of 5 stars0 ratingsHow to Find a Good Financial Planner Rating: 0 out of 5 stars0 ratingsContribute to My Bad 401K or Go Taxable? Rating: 0 out of 5 stars0 ratings
Related to Will Your Children or Uncle Sam Inherit Your Estate?
Related ebooks
The 250 Estate Planning Questions Everyone Should Ask Rating: 0 out of 5 stars0 ratingsFinancial Starter Kit: Gain Financial Literacy and Avoid the Pitfalls of the American Dream Rating: 4 out of 5 stars4/5Home Buying 101: A Handbook and Guide While Buying Your Dream Home! Rating: 0 out of 5 stars0 ratingsThe Perpetual Wealth System: Your Path to Systematic and Guaranteed Riches Rating: 0 out of 5 stars0 ratingsSecure Your Legacy: Estate Planning and Elder Law for Today's American Family Rating: 0 out of 5 stars0 ratingsReal Estate Residual Income Opportunities Rating: 0 out of 5 stars0 ratingsSaving Your Retirement: Will I Have Enough? Rating: 0 out of 5 stars0 ratings100% Financing For Your New Home Guaranteed. No FICO Score Requirement! Rating: 0 out of 5 stars0 ratingsTax Lien and Tax Deed Investing: The Proven Technique Rating: 0 out of 5 stars0 ratingsHow Much Income Do I Really Need in Retirement? Rating: 0 out of 5 stars0 ratingsThe Greatest Enemy is You ! Rating: 0 out of 5 stars0 ratings2019 Real Estate Directory: Us Directory of Real Estate Agents, Brokers, And Realtors Rating: 0 out of 5 stars0 ratingsMoney is Not Rocket Science - 2013 Edition - Common Sense Rules for Financial Success Rating: 0 out of 5 stars0 ratings$Afer Income for Life: Couples May Qualify for up to $150,000 More in Social Security Benefits Rating: 0 out of 5 stars0 ratingsRetire Tax Free Rating: 0 out of 5 stars0 ratingsAdvanced Credit Repair Secrets Revealed Rating: 0 out of 5 stars0 ratingsCreating Residential Income: How to Get Your Money to Work For You Rating: 0 out of 5 stars0 ratingsBig Profits from Small Properties: How to Achieve Financial Independence by Investing in Real Estate Rating: 0 out of 5 stars0 ratingsUnderstanding Tax Lien and Tax Deed Investing No Fluff eBook: No Fluff Rating: 0 out of 5 stars0 ratingsReady Set Own Rating: 0 out of 5 stars0 ratingsDie Broke Complete Book of Money: Unconventional Wisdom About Everything from Annuities to Zero-Coupon Bonds Rating: 4 out of 5 stars4/5Beat Estate Tax Forever: Planning for Future Generations Rating: 0 out of 5 stars0 ratingsSo You Want to Be a Landlord: A Practical, No-Nonsense Guide to Buying, Selling, and Managing Low-Income Rental Property Rating: 0 out of 5 stars0 ratingsShould Municipal Bonds be a Tool in Your Retirement Planning Toolbox? Rating: 0 out of 5 stars0 ratingsThe 250 Questions Every Landlord Should Ask Rating: 5 out of 5 stars5/5How to Fix Your Credit Rating: 5 out of 5 stars5/5Real Estate 101: A Guide for Military Personnel Rating: 0 out of 5 stars0 ratingsThe 250 Personal Finance Questions You Should Ask in Your 20s and 30s Rating: 3 out of 5 stars3/5
Personal Finance For You
Rich Dad Poor Dad Rating: 5 out of 5 stars5/5Summary of The 48 Laws of Power by Robert Greene Rating: 4 out of 5 stars4/5Same as Ever: Timeless Lessons on Risk, Opportunity and Living a Good Life Rating: 4 out of 5 stars4/5The Psychology of Money: Timeless lessons on wealth, greed, and happiness Rating: 5 out of 5 stars5/5Set for Life: An All-Out Approach to Early Financial Freedom Rating: 4 out of 5 stars4/5The Millionaire Next Door Rating: 4 out of 5 stars4/5The Black Girl's Guide to Financial Freedom: Build Wealth, Retire Early, and Live the Life of Your Dreams Rating: 5 out of 5 stars5/5Principles: Life and Work Rating: 4 out of 5 stars4/5The Money Answer Book Rating: 4 out of 5 stars4/5The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns Rating: 4 out of 5 stars4/5Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! Rating: 5 out of 5 stars5/5Legal Loopholes: Credit Repair Tactics Exposed Rating: 4 out of 5 stars4/5Summary of I Will Teach You To Be Rich: by Ramit Sethi | Includes Analysis Rating: 3 out of 5 stars3/5Summary of R. Nelson Nash's Becoming Your Own Banker Rating: 0 out of 5 stars0 ratingsPersonal Finance For Dummies Rating: 4 out of 5 stars4/5Rich Dad's Cashflow Quadrant Rating: 4 out of 5 stars4/5Die With Zero: Getting All You Can from Your Money and Your Life Rating: 4 out of 5 stars4/5The Intelligent Investor, Rev. Ed: The Definitive Book on Value Investing Rating: 4 out of 5 stars4/5Happy Money: The Japanese Art of Making Peace with Your Money Rating: 5 out of 5 stars5/5Get the Hell Out of Debt: The Proven 3-Phase Method That Will Radically Shift Your Relationship to Money Rating: 5 out of 5 stars5/5Financial Feminist: Overcome the Patriarchy's Bullsh*t to Master Your Money and Build a Life You Love Rating: 5 out of 5 stars5/5Money Hacks: 275+ Ways to Decrease Spending, Increase Savings, and Make Your Money Work for You! Rating: 4 out of 5 stars4/5Money. Wealth. Life Insurance. Rating: 5 out of 5 stars5/5We Should All Be Millionaires: A Woman’s Guide to Earning More, Building Wealth, and Gaining Economic Power Rating: 4 out of 5 stars4/5
Reviews for Will Your Children or Uncle Sam Inherit Your Estate?
0 ratings0 reviews
Book preview
Will Your Children or Uncle Sam Inherit Your Estate? - Dale Maley
Will Your children or uncle sam inherit your estate?
by
Dale C. Maley
SMASHWORDS EDITION
* * * * *
PUBLISHED BY:
Artephius Publishing on Smashwords
Will Your Children or Uncle Sam Inherit Your Estate?
Copyright © 2009 by Dale C. Maley
All rights reserved. Without limiting the rights under copyright reserved above, no part of this publication may be reproduced, stored in or introduced into a retrieval system, or transmitted, in any form, or by any means (electronic, mechanical, photocopying, recording, or otherwise) without the prior written permission of both the copyright owner and the above publisher of this book.
Q: What areas of investing have you been exploring since the publication of your book Index Mutual Funds: How