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| Acknowledgments | ||
| Introduction | ||
| Ch. 1 | Roll Your Own: Directly Owned Stocks and Bonds | 1 |
| Ch. 2 | Marvelous Munis: The Allure of Tax-Exempt Bonds | 19 |
| Ch. 3 | Defer and Conquer: For Employees: Make the Most of 401(k)s and IRAs | 29 |
| Ch. 4 | Lapping Up the Lion's Share: For Employers: Choosing among Retirement Plans | 39 |
| Ch. 5 | Putting the Tax Collector on Hold: Fixed Annuities for Tax Deferral | 51 |
| Ch. 6 | Hanging Up on the IRS: Permanent Life Insurance as a Tax Shelter | 65 |
| Ch. 7 | Gains without Pain: Dodging the Mutual Fund Trap | 73 |
| Ch. 8 | Mutual Funds Now, Taxes Later: Variable Annuities Can Enrich Your Retirement | 85 |
| Ch. 9 | Mutual Funds Now, Taxes Never: Variable Life Insurance Makes Taxes Disappear | 97 |
| Ch. 10 | Heads You Win, Tails You Don't Lose: Modified Endowment Contracts for You and Your Heirs | 109 |
| Ch. 11 | Real Shelters: The Payoff in Property Ownership | 121 |
| Ch. 12 | Blasts from the Past: Partnerships That Still Provide Shelter | 131 |
| Ch. 13 | Inside or Out?: Dividing a Portfolio between Taxable and Tax-Deferred Accounts | 141 |
| Ch. 14 | Truly Tax-Free: Avoiding Estate Tax As Well As Income Tax | 149 |
| Ch. 15 | Trust Me on This: Sophisticated Asset Protection Strategies | 159 |
| App. A | Tax Schedules | 169 |
| App. B | IRA Stretch-Out | 173 |
| App. C | Excerpts from Sample Variable Annuity Contract | 193 |
| App. D | Excerpts from Sample Modified Endowment Contract | 223 |
| Index | 255 |
| Price | Condition | Delivery | Seller | Action |
| $99.99 | Digital |
| WonderClub |
Ramona Sledge
reviewed Tax-Smart Investing: Maximizing Your Clients¿ Profits on March 26, 2011
Tax-Smart Investing: Maximizing Your Clients¿ Profits
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Add Tax-Smart Investing: Maximizing Your Clients¿ Profits, In /ITax-Smart Investing/N, you'll find an invaluable ally to help your guide your clients through the minefield of tax consequences of a wide range of investment vehicles. Investment professional Andrew Westhem and Stewart Weissman reveal the tax traps t, Tax-Smart Investing: Maximizing Your Clients¿ Profits to the inventory that you are selling on WonderClubX
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Add Tax-Smart Investing: Maximizing Your Clients¿ Profits, In /ITax-Smart Investing/N, you'll find an invaluable ally to help your guide your clients through the minefield of tax consequences of a wide range of investment vehicles. Investment professional Andrew Westhem and Stewart Weissman reveal the tax traps t, Tax-Smart Investing: Maximizing Your Clients¿ Profits to your collection on WonderClub |
