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Integrating Investments and the Tax Code (W/URL)

Integrating Investments and the Tax Code (W/URL)

Many people do not fully understand the impact of taxes on investments. By discussing the issues of investments and taxation within the same framework, this work helps readers gain an understanding of this complicated topic. It covers some of the important issues regarding the ta... read full description below.

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Quick Reference

ISBN 9780471216421
Published 21 January 2003 by John Wiley & Sons Australia Lt
Format Hardback
Author(s) By Reichenstein, William
Series J.K. Lasser Pro.
Availability Title is temporarily out of stock

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Full details for this title

ISBN-13 9780471216421
ISBN-10 0471216429
Stock Available
Status Title is temporarily out of stock
Publisher John Wiley & Sons Australia Lt
Imprint John Wiley & Sons Inc
Publication Date 21 January 2003
International Publication Date 24 January 2003
Publication Country United States United States
Format Hardback
Author(s) By Reichenstein, William
Series J.K. Lasser Pro.
Category Taxation
Investment & Securities
Personal Finance
Number of Pages 318
Dimensions Width: 163mm
Height: 239mm
Spine: 31mm
Weight 1g
Interest Age General Audience
Reading Age General Audience
Library of Congress Taxation, Investment analysis, Investments
NBS Text Money & Consumer Issues
ONIX Text General/trade;Professional and scholarly
Dewey Code 336.242
Catalogue Code Not specified

Description of this Book

Add Value to any Clients Portfolio With Tax-Saving Strategies Bill Reichenstein and William Jennings are two of the industrys 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 If you want to be on the leading edge of thinking about integrated wealth management, then read this book. While the traditional approach searches for optimization in perfect markets and limits the portfolio to financial assets, these authors tackle real-world complexities and integrate other sources of wealth into the portfolio. Extending the analysis is vital in a world where financial decisions are increasingly the responsibility of the individual. Conrad S. Ciccotello, JD, PhD, Editor of Financial Services Review and Director of Graduate Personal Financial Planning Programs at Georgia State University

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Author's Bio

WILLIAM REICHENSTEIN, CFA, PhD, holds the Pat and Thomas R. Powers Chair in Investment Management at Baylor University in Waco, Texas. This widely quoted author is an Associate Editor for the Journal of Investing, and on the Editorial Boards of the Journal of Financial Education, Journal of Applied Business Research, and the Journal of Financial Planning. He has written numerous articles on financial planning and asset allocation. WILLIAM JENNINGS, CFA, PhD, is Deputy Head of Management Education at the US Air Force Academy in Colorado. He is an Associate Editor of Financial Services Review. His research interests include investment analysis for taxable investors. He is also a consultant to several charitable organizations.

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