J.K. Lasser Professional Integrating Investments and the Tax Code
By: William Reichenstein (author)Hardback
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This title offers expert advice for controlling the effects of taxes on investments. Many people from experienced professionals to the individual investor do not fully understand the impact of taxes on investments. By discussing the issues of investments and taxation within the same framework, "Integrating Investments and the Tax Code" will help readers gain a solid understanding of this complicated topic. This book covers some of the most important issues regarding the taxation of investments, and presents models of after tax wealth from investing through a variety of savings vehicles, including Roth IRAs, deductible pensions, nondeductible pensions, nonqualified tax deferred annuities, and taxable accounts. Expert advice will show financial professionals how they can add value to their clients' portfolios by helping them choose the best combinations of savings vehicles. William Reichenstein, CPA (Waco, TX), is the Powers Chair in Investment Management at Baylor University in Waco, Texas. He is an Associate Editor for the "Journal of Investing". Reichenstein has written several articles on financial planning and asset allocation.
He is currently serving as a consultant for TIAA CREF.
WILLIAM REICHENSTEIN, CFA, PhD, holds the Pat and Thomas R. Powers Chair in Investment Management at Baylor University in Waco, Texas. This widely quoted author is an Associate Editor for the Journal of Investing, and on the Editorial Boards of the Journal of Financial Education, Journal of Applied Business Research, and the Journal of Financial Planning. He has written numerous articles on financial planning and asset allocation. WILLIAM JENNINGS, CFA, PhD, is Deputy Head of Management Education at the US Air Force Academy in Colorado. He is an Associate Editor of Financial Services Review. His research interests include investment analysis for taxable investors. He is also a consultant to several charitable organizations.
Acknowledgments. Chapter 1. Introduction. PART I: SAVINGS VEHICLES. Chapter2. Savings Vehicles: Structure and Ending Wealth Models. Chapter 3. After tax Wealth across Savings Vehicles. Chapter 4. Frequently Asked Questions Related to Savings Vehicles. Chapter 5. Who Should Buy a Non qualified Tax deferred Annuity? Chapter 6. Saving Opportunities in Deductible Pensions and Roth IRAs after the 2001 Tax Act. Chapter 7. Tax Efficient Investing. Chapter 8. College Savings Strategies. PART II: A NEW APPROACH TO CALCULATING A FAMILY S ASSET ALLOCATION. Chapter 9. Calculating the Asset Allocation. Chapter 10. Conversion to After tax Funds. Chapter 11. Estimating the Value of Social Security Retirement Benefits. Chapter 12. Calculating the Value of Military Retirement Income. Chapter 13. Calculating the Value of Defined benefit Plans: Company Pensions, Teachers , Firefighters , and Police Officers Pensions. Chapter 14. Asset Allocation and Asset location Decisions. Chapter 15. Case Studies. Glossary. Ind ex.
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- ID: 9780471216421
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