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Wall Street Secrets for Tax-Efficient Investing : From Tax Pain to Investment Gain by Robert N. Gordon (2001, Hardcover)
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- Buy It NowWall Street Secrets for Tax-Efficient Investing: From Tax Pain to Investment
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About this product
Product Identifiers
PublisherWiley & Sons, Incorporated, John
ISBN-101576600882
ISBN-139781576600887
eBay Product ID (ePID)1905957
Product Key Features
Book TitleWall Street Secrets for Tax-Efficient Investing : from Tax Pain to Investment Gain
Number of Pages288 Pages
LanguageEnglish
Publication Year2001
TopicInvestments & Securities / General
IllustratorYes
GenreBusiness & Economics
AuthorRobert N. Gordon
Book SeriesBloomberg Ser.
FormatHardcover
Dimensions
Item Height1 in
Item Weight17.2 Oz
Item Length9.3 in
Item Width5.8 in
Additional Product Features
Intended AudienceTrade
LCCN2001-043331
Dewey Edition21
Reviews'Bob Gordon and Jan Rosen know that it's what you keep rather than how much you earn that really counts. This book provides an easy-to-read-and-remember menu of tax-minimizing techniques and strategies. Every taxpayer should have a copy as a guide in the never-ending joust with the revenue codes.' ? Robert H. Stovall, CFA Senior Vice President and Market Strategist, Prudential Financial ?Understanding the growing range of tax-efficient investing alternatives is no longer an option ? it's a critical element of sound financial planning. This book is an essential tool for grasping and maximizing today's rapidly expanding menu of innovative investment choices.' ? Peter Quick President, American Stock Exchange ?If you hate taxes, you'll love this book! Authors Robert Gordon and Jan Rosen reveal a catalogue of tax-cutting strategies for taxpayers and investors.' ? Ed Slott, CPA Editor, Ed Slott y ?s IRA Advisor ?A book every investor should have on his desk? a very valuable guide to minimizing tax on all kinds of investments , from retirement plans to college savings to swap contracts.' ? Martin Edelston Publisher, Bottom Line/Personal
Series Volume Number33
Dewey Decimal336.24/26
Table Of ContentTable of Contents viii List of Illustrations xv Preface xvi Overview 1 Part 1: Taxable Investments and Strategies for Protecting Their Value 1 Choosing your Investment Tools Carefully 13 2 The How and When of Harvesting Your Losses 27 3 Techniques for Utilizing your Losses 39 4 Smart Choices for Fixed-Income Holdings 47 5 Hedging to Avoid Capital Gains Tax 55 6 The Quest for Tax Efficiency in Mutual Funds 75 Part 2: Tax-Advantaged Investment Opportunities 7 Structuring Your Retirement Portfolio 95 8 Savvy Ways to Save for College 113 9 The Double Life of Life Insurance 129 Part 3: Special Situations 10 Making Prudent Elections 143 11 Managing Your Employee Stock Options 157 12 Avoiding Tax Traps for Closely Held Businesses 167 13 Planning for Often-Overlooked State Taxes 177 Part 4 Your Annual Opportunity 14 Year-End Planning Strategies 201 Appendix 1: Historical Tax Rates 217 Appendix 2: Key Points for Investors from the 2001 Tax Act 221 Notes 227 Glossary 229 Index 250
SynopsisWhen looking at a monthly brokerage statement, an investor s eyes go straight to the bottom line the account value. But there s a catch. If you have big gains and decide to play it safe and take some of that money off the table, taxes will take a hefty chunk of those profits., When looking at a monthly brokerage statement, an investor's eyes go straight to the bottom line -- the account value. But there's a catch. If you have big gains and decide to play it safe and take some of that money off the table, taxes will take a hefty chunk of those profits. Brokerage firms know how to handle such risk for their own accounts, hedging holdings, for example, to iron out volatility instead of incurring taxable capital gains. Savvy individual investors can use the same techniques to protect themselves., An investor looks at a monthly brokerage statement. The eye goes straight to the figure on the bottom -- the account value. That number is the total portfolio return, right? Wrong!All too often, investors assume that what they see is what they get. But the minute they sell an asset or trade a security, they're socked with the tax bill, and the portfolio's true value begins to erode. For example, more than three-quarters of the value of an inherited IRA account can be consumed by estate and income taxes.This doesn't have to happen. Brokerage firms know how to handle risk for their own accounts -- tax risk, as well as investment risk. Savvy individual investors can use the same techniques to protect themselves. Bob Gordon, a Wall Street veteran, shares the strategies of an insider to demonstrate how you can take advantage of tax law -- instead of letting taxes take advantage of you.In plain English, this book explains federal and state tax considerations that investors need to factor in when they're ready to cash in their portfolios. Whether they are investing pros or neophytes, investors will learn how to harvest capital losses without selling and without risk, and how to capture interest as a long-term gain. They'll also learn tax-wise moves with options and the best end-of-year planning techniques. By the time they finish reading this book, their "tax bite" will be more like a "nibble"., When looking at a monthly brokerage statement, an investor's eyes go straight to the bottom line--the account value. But there's a catch. If you have big gains and decide to play it safe and take some of that money off the table, taxes will take a hefty chunk of those profits. Brokerage firms know how to handle such risk for their own accounts, hedging holdings, for example, to iron out volatility instead of incurring taxable capital gains. Savvy individual investors can use the same techniques to protect themselves. In this indispensable guide, Robert Gordon, a Wall Street veteran, shares the strategies of an insider to demonstrate how you can use the tax laws to your advantage. Written in plain English, this book explains federal and state tax considerations that investors need to know to make the most tax-efficient choices and to protect their portfolios. The emphasis is on practical application, aimed at guiding you to specific, accessible tax-saving goals without having to wrestle down the entire Internal Revenue Code. Thanks to the talents of Gordon and respected journalist Jan M. Rosen, this book is clearly organized along transactional lines, offering easy entry for busy readers and allowing investors to zero in on a powerful array of proven, tax-minimizing techniques and strategies. By the time you finish reading Wall Street Secrets for Tax-Efficient Investing , you will be on your way to reducing your tax bite to a nibble and enjoying the full benefit of your investment earnings.
LC Classification NumberHG4910.G669 2001
As told toRosen, Jan M.
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