Tax-smart investing : maximizing your client's profits
著者
書誌事項
Tax-smart investing : maximizing your client's profits
（The Wiley financial advisor series）（A marketplace book）
Wiley, c1999
- : cloth
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注記
Includes index
内容説明・目次
内容説明
In /ITax-Smart Investing/N, you'll find an invaluable ally to help your guide your clients through the minefield of tax consequences of a wide range of investment vehicles. Investment professional Andrew Westhem and Stewart Weissman reveal the tax traps that can snare the unwary - and describe the sophisticated tactics they have developed to elude those traps. Drawing on over fifty years' combined experience advising high-income, high-net worth clients, Westhem and Weissman offer proven strategies for minimizing the tax burden of investment earnings. Written in a clear, straightforward style and packed with practical examples, /ITax-Smart Investing/N is an indispensable guide for investment advisors, financial planners, accountants, and attorneys.
目次
Roll Your Own: Directly Owned Stocks and Bonds. Marvelous Munis: The Allure of Tax-Exempt Bonds. Defer and Conquer for Employees: Make the Most of 401(k)s and IRAs. Lapping Up the Lion's Share for Employers: Choosing Among Retirement Plans. Putting the Tax Collector on Hold: Fixed Annuities for Tax Deferral. Hanging Up on the IRS: Permanent Life Insurance as a Tax Shelter. Gains Without Pain: Dodging the Mutual Fund Trap. Mutual Funds Now, Taxes Later: Variable Annuities Can Enrich Your Retirement. Mutual Funds Now, Taxes Never: Variable Life Insurance Makes Taxes Disappear. Heads You Win, Tails You Don't Lose: Modified Endowment Contracts for You and Your Heirs. Real Shelters: The Payoff in Property Ownership. Blasts from the Past: Partnerships That Still Provide Shelter. Inside or Out?: Dividing a Portfolio Between Taxable and Tax-Deferred Accounts. Truly Tax-Free: Avoiding Estate Tax As Well As Income Tax. Trust Me On This: Sophisticated Asset Protection Strategies. Appendices. Index.
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