Tax-Efficient Investing
Strategies for Maximizing Your Investment Income
(Sprache: Englisch)
Most individual investors make investment decisions based purely on future expected returns and consider the tax consequences of their financial moves only after the fact. However, if you want to truly maximize your investing returns, you should be thinking...
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Most individual investors make investment decisions based purely on future expected returns and consider the tax consequences of their financial moves only after the fact. However, if you want to truly maximize your investing returns, you should be thinking about taxes throughout the year as part of your investment process-not just in the days and weeks before you file your tax return. That's why, in Tax-Efficient Investing, Wall Street veteran Reto R. Gallati offers investors solutions they can start implementing immediately to help maximize their after-tax returns.
An indispensable guide to using the Internal Revenue Code to your benefit, instead of allowing it to wreak havoc on your long-term earnings and savings, Tax-Efficient Investing provides investors with the basic framework for understanding individual taxation as it relates to investing. After discussing the various components that make up a robust investment strategy, Tax-Efficient Investing then describes the tax consequences of a wide range of asset categories, from stocks to mutual funds to municipal bonds. It also reveals the simple steps you can take to become a more tax-efficient investor.
A comprehensive road map for creating a tax-advantaged investment strategy, Tax-Efficient Investing will teach readers how to:
- Differentiate between tax-advantaged portfolios and tax-efficient portfolios;
- Allocate assets among investments that have different tax treatments under the tax code;
- Utilize tax structures provided by the tax code, such as 401(k)s, Roth IRAs, 529 college savings plans, and more, to maximize your long-term investment returns;
- Intentionally realize investment gains and losses.
Klappentext zu „Tax-Efficient Investing “
Most individual investors make investment decisions based purely on future expected returns and consider the tax consequences of their financial moves only after the fact. However, if you want to truly maximize your investing returns, you should be thinking about taxes throughout the year as part of your investment process not just in the days and weeks before you file your tax return. That's why, in Tax-Efficient Investing , Wall Street veteran Reto R. Gallati offers investors solutions they can start implementing immediately to help maximize their after-tax returns.An indispensable guide to using the Internal Revenue Code to your benefit, instead of allowing it to wreak havoc on your long-term earnings and savings, Tax-Efficient Investing provides investors with the basic framework for understanding individual taxation as it relates to investing. After discussing the various components that make up a robust investment strategy, Tax-Efficient Investing then describes the tax consequences of a wide range of asset categories, from stocks to mutual funds to municipal bonds. It also reveals the simple steps you can take to become a more tax-efficient investor.
A comprehensive road map for creating a tax-advantaged investment strategy, Tax-Efficient Investing will teach readers how to:
Differentiate between tax-advantaged portfolios and tax-efficient portfolios;
Allocate assets among investments that have different tax treatments under the tax code;
Utilize tax structures provided by the tax code, such as 401(k)s, Roth IRAs, 529 college savings plans, and more, to maximize your long-term investment returns;
Intentionally realize investment gains and losses.
Every investment decision you make has a tax consequence, but fortunately, taxation can at least be minimized. With Tax-Efficient Investing as your guide, you will be able to make better and more informed tax-related decisions while managing your portfolio and, rather than fear taxes, use them as a
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Inhaltsverzeichnis zu „Tax-Efficient Investing “
The Concept of Tax-Efficient Investing Tax Impact on Long-Term Investment and Savings Returns
Investment Components and Their Tax Consequences
Investor Profile and Objectives
Instruments and Their Tax Consequences
Investment Process and Tax-Efficient Strategies
Cost Basis
Special Situations
Changes in the Tax Code to Watch Out For
The Bottom Line
Qualified Dividend Income
Overview of Tax Rates in Different States
Taxation of Different Types of Securities
References
Glossary
Autoren-Porträt von Reto Gallati
Reto R. Gallati is the president and CIO of Raetia Investments,LLC, a private investment and trading company, and a board member of CIIM, aEuropean investment company. He was formerly the head of investments and chiefrisk officer at Nuveen Investments. Gallati held senior positions at severalWall Street firms, including deputy chief risk officer at Putnam Investments,deputy CIO and senior portfolio manager at Goldman Sachs Bank in Zurich, andportfolio manager at Credit Suisse. He is an adjunct professor of finance atthe University of Chicago s Booth School of Business and formerly heldprofessorships at the MIT Sloan School of Management and Boston University andlectured at the University of Zurich and the University of St. Gallen. He isthe author of seven books and numerous scholarly papers on risk management,capital adequacy, income securities, portfolio construction, asset allocation,and investment and hedging styles of internationally diversified funds. Heearned his PhD in mathematics and finance from the University of Zurich and hisbachelor s degree in finance and economics from the University of St. Gallen.
Bibliographische Angaben
- Autor: Reto Gallati
- 2014, 2013, 260 Seiten, Maße: 22,9 cm, Kartoniert (TB), Englisch
- Verlag: APress
- ISBN-10: 1430264039
- ISBN-13: 9781430264033
Sprache:
Englisch
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