J.K. Lasser Professional Integrating Investments and the Tax Code
By (author) William Reichenstein
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J.K. Lasser Professional Integrating Investments and the Tax Code by William Reichenstein
Book DescriptionThis title offers expert advice for controlling the effects of taxes on investments. Many people from experienced professionals to the individual investor do not fully understand the impact of taxes on investments. By discussing the issues of investments and taxation within the same framework, "Integrating Investments and the Tax Code" will help readers gain a solid understanding of this complicated topic. This book covers some of the most important issues regarding the taxation of investments, and presents models of after tax wealth from investing through a variety of savings vehicles, including Roth IRAs, deductible pensions, nondeductible pensions, nonqualified tax deferred annuities, and taxable accounts. Expert advice will show financial professionals how they can add value to their clients' portfolios by helping them choose the best combinations of savings vehicles. William Reichenstein, CPA (Waco, TX), is the Powers Chair in Investment Management at Baylor University in Waco, Texas. He is an Associate Editor for the "Journal of Investing". Reichenstein has written several articles on financial planning and asset allocation. He is currently serving as a consultant for TIAA CREF.
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Book DetailsISBN: 9780471216421
(238mm x 158mm x 29mm)
Imprint: John Wiley & Sons Inc
Publisher: John Wiley and Sons Ltd
Publish Date: 24-Jan-2003
Country of Publication: United States
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Author Biography - William Reichenstein
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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