Обложка книги Investments and Taxes: A Practical Guide for Financial Advisors

Investments and Taxes: A Practical Guide for Financial Advisors

ISBN: 0808007963;
Издательство: Commerce Clearing House

Designed for financial advisors, Investments and Taxes describes the tax issues associated with different investment vehicles and explains how an advisor can maximize a client's after-tax returns. Specific topics covered in the book include: -- Tax strategies with stocks, bonds, real estate, mutual funds, annuities, and derivatives -- Using charitable contributions, college funding, retirement funding, and estate planning to lower taxes. -- Asset allocation and taxation -- Balancing tax-deferred and taxable accounts