Tax-smart investing : maximizing your client's profits /
In Tax-Smart Investing, you'll find an invaluable ally to help you guide your clients through the minefield of tax consequences of a wide range of investment vehicles. Investment professionals Andrew Westhem and Stewart Weissman reveal the tax traps that can snare the unwary - and describe the...
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| Format: | Book |
| Language: | English |
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New York ; Chichester :
Wiley,
c1999.
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| Series: | Wiley financial advisor series
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| Online Access: | Table of Contents Publisher description |
Table of Contents:
- Ch. 1. Roll Your Own: Directly Owned Stocks and Bonds
- Ch. 2. Marvelous Munis: The Allure of Tax-Exempt Bonds
- Ch. 3. Defer and Conquer: For Employees: Make the Most of 401(k)s and IRAs
- Ch. 4. Lapping Up the Lion's Share: For Employers: Choosing among Retirement Plans
- Ch. 5. Putting the Tax Collector on Hold: Fixed Annuities for Tax Deferral
- Ch. 6. Hanging Up on the IRS: Permanent Life Insurance as a Tax Shelter
- Ch. 7. Gains without Pain: Dodging the Mutual Fund Trap
- Ch. 8. Mutual Funds Now, Taxes Later: Variable Annuities Can Enrich Your Retirement
- Ch. 9. Mutual Funds Now, Taxes Never: Variable Life Insurance Makes Taxes Disappear
- Ch. 10. Heads You Win, Tails You Don't Lose: Modified Endowment Contracts for You and Your Heirs
- Ch. 11. Real Shelters: The Payoff in Property Ownership
- Ch. 12. Blasts from the Past: Partnerships That Still Provide Shelter
- Ch. 13. Inside or Out?: Dividing a Portfolio between Taxable and Tax-Deferred Accounts.
- Ch. 14. Truly Tax-Free: Avoiding Estate Tax As Well As Income Tax
- Ch. 15. Trust Me on This: Sophisticated Asset Protection Strategies
- App. A. Tax Schedules
- App. B. IRA Stretch-Out
- App. C. Excerpts from Sample Variable Annuity Contract
- App. D. Excerpts from Sample Modified Endowment Contract.