{
"item_title" : "Tax-Aware Investment Management",
"item_author" : [" Rogers "],
"item_description" : "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 ",
"item_img_path" : "https://covers1.booksamillion.com/covers/bam/1/57/660/180/1576601803_b.jpg",
"price_data" : {
"retail_price" : "100.00", "online_price" : "100.00", "our_price" : "100.00", "club_price" : "100.00", "savings_pct" : "0", "savings_amt" : "0.00", "club_savings_pct" : "0", "club_savings_amt" : "0.00", "discount_pct" : "10", "store_price" : ""
}
}
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
Customers Also Bought
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
Related Categories
