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William Reichenstein, William W. Jennings, William Reichenstein

Integrating Investments and the Tax Code

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ISBN: 0471216429, 9780471216421
Издательство: Wiley
Год издания: 2003
Страниц: 318
Add Value to any Client?s Portfolio With Tax-Saving Strategies "Bill Reichenstein and William Jennings are two of the industry?s very few true pioneers. This book should be on the short list of anyone interested in private wealth management, whether expressed in thousands or millions of dollars." ?Jean L. P. Brunel, CFA, Editor of the Journal of Wealth Management and author of Integrated Wealth Management "Reichenstein and Jennings tackle many key issues facing individual investors, including ?How should you differentiate between the before-tax dollars in retirement accounts and the after-tax dollars in taxable accounts?? and ?Should bonds be held in retirement accounts and stocks in taxable accounts or vice versa?? They provide valuable insights that certainly should add value to you and your clients." ?Brian Bruce, Editor in Chief of Journal of Investing and Director of Global Investments at PanAgora Asset Management...