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Tax-Aware Investment Management|Rogers

Tax-Aware Investment Management

by Rogers
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Overview

Investment returns are uncertain, especially in today's economic environment. But taxes are a sure thing.

That's one reason why tax-aware investment management is essential for building and maintaining wealth.

In this comprehensive, groundbreaking book, Douglas S. Rogers, CFA, explains why many accepted investment strategies and techniques developed for tax-exempt institutional investors don't work for individuals who are subject to taxes. They will end up with substantially lower after-tax returns simply because their portfolios are not structured or managed with tax obligations in mind.

This book shows:

  • How to measure and compare the tax-efficiency of mutual funds, hedge funds, and individual investment managers
  • How the widely used style-box matrix can prove detrimental to after-tax investment returns
  • How to minimize taxes on stock-and-bond portfolios and employ sophisticated strategies for offsetting gains against losses
  • How to decide which asset categories should be placed in tax-deferred accounts such as IRAs and which should be placed in regular taxable accounts
  • How to incorporate tax-aware techniques and insights into all facets of investment planning, portfolio management, and estate planning

Details

  • ISBN-13: 9781576601808
  • ISBN-10: 1576601803
  • Publisher: John Wiley & Sons
  • Publish Date: January 2006
  • Dimensions: 9.5 x 6.36 x 0.97 inches
  • Shipping Weight: 1.53 pounds
  • Page Count: 320

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