Tax-Aware Investment Management

von Rogers

320 Seiten, Hardcover

Kurzbeschreibung des Verlags

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

• ISBN: 9781576601808
• Sprache: Englisch
• Erscheinungsdatum: 01.01.2006
• Größe: 240 x 161 mm
• Verlag: John Wiley & Sons