J.K. Lasser Professional Integrating Investments and the Tax Code
This 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.