Proven Secrets for Generational Wealth

Quick links


  • Estate planning 101: What you need to know to preserve the wealth accumulated throughout your life, techniques professional estate planners use to minimize the tax burden on estates, and recommended estate planning professionals
  • Spotlight on the ideal South American haven
  • Important tax tips to know before moving offshore
  • The key differences and the tax advantages and disadvantages of a traditional IRA and a Roth IRA
  • Reasons to consider a self-directed IRA
  • Three steps to protect your wealth and survive and thrive from a stock market collapse
  • Reasons a self-directed IRA is the key to long-term prosperity, the type of IRA custodians, list of things people have invested in successfully, and how to convert an IRA to a self-directed IRA
  • Annuities, interest rates and laddering: The benefits, risks, strategies and questions to ask
  • Cryptocurrency in tax-advantaged retirement accounts
  • A review of the Equifax breach and use of sensitive information
  • Ted’s Tips: How to prepare for a correction
  • Required minimum distribution (RMD) basics: Requirements for Roth 401(k)s vs. Roth IRAs, how much is required to withdraw, tax requirements and distribution options
  • Advantages of qualified longevity annuity contracts (QLACs)
  • Story about the famous British Guiana 1-Cent Magenta stamp
  • Ted’s Tips: The pros and cons of health reimbursement arrangements (HRAs)
  • Back issues reviewing important asset protection strategies and useful information specific to: precious metals, offshore banking, offshore investments and annuities, trusts and LLCs, offshore residence and citizenship, offshore real estate, taxes, wealth confiscation, privacy and beating confiscation
  • Highlights about offshore banking, “i-Accounts” and self-directed IRAs
  • Explanation of probate and the value of having a will … or not needing one
  • The importance of securing your digital estate in a digital world and the steps to take in order to avoid digital probate
  • Setting annual savings goals and choosing between a traditional or a Roth IRA and 401k
  • The reality of retirement account hacking (data breaches, “noncard” fraud, and brokerage account takeovers) and the key steps to take in order to keep your retirement accounts secure
  • Life insurance strategies, what happens when you use up your death benefits, reasons to consider annuities and how to plan ahead to reduce an outstanding mortgage, and reasons why it’s important to communicate with family about household finances
  • Cybercrime: Who are key targets, examples of people impacted by it and the five crucial takeaways from those experiences
  • Ted’s Tips: Why companies with “market power” can reap huge profits unjustly and the impact it has on the economy


Sequence Risk: The Key to Your Retirement

Asset Protection and Estate Planning Under the Trump Administration

Josh Bennett, Josh N. Bennett, Esq., PA

Invest Like Spock: Beat the Market Ten-Fold with My Alpha Stock Strategy

Ted Bauman, Editor of Alpha Stock Alert with Tim Fortier

Retirement Strategies Panel

Ted Bauman, Jeff Yastine, Eric Roseman, Chris Gaffney, Geoff Anandappa