Download or read book Wall Street Secrets for Tax Efficient Investing written by Robert N. Gordon and published by Bloomberg Press. This book was released on 2001-11-01 with total page 259 pages. Available in PDF, EPUB and Kindle. Book excerpt: When looking at a monthly brokerage statement, an investor’s eyes go straight to the bottom line—the account value. But there’s a catch. If you have big gains and decide to play it safe and take some of that money off the table, taxes will take a hefty chunk of those profits. Brokerage firms know how to handle such risk for their own accounts, hedging holdings, for example, to iron out volatility instead of incurring taxable capital gains. Savvy individual investors can use the same techniques to protect themselves. In this indispensable guide, Robert Gordon, a Wall Street veteran, shares the strategies of an insider to demonstrate how you can use the tax laws to your advantage. Written in plain English, this book explains federal and state tax considerations that investors need to know to make the most tax-efficient choices and to protect their portfolios. The emphasis is on practical application, aimed at guiding you to specific, accessible tax-saving goals without having to wrestle down the entire Internal Revenue Code. Thanks to the talents of Gordon and respected journalist Jan M. Rosen, this book is clearly organized along transactional lines, offering easy entry for busy readers and allowing investors to zero in on a powerful array of proven, tax-minimizing techniques and strategies. By the time you finish reading Wall Street Secrets for Tax-Efficient Investing, you will be on your way to reducing your tax bite to a nibble and enjoying the full benefit of your investment earnings.
Download or read book Tax Efficient Investing written by Reto Gallati and published by CreateSpace. This book was released on 2013-06-11 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Tax Efficient Investing offers a comprehensive road map for investors to create a tax-advantaged investment strategy by following simple steps to become a more tax-efficient investor. Most individual investors tend to make investment decisions purely based on future expected returns and consider the tax-consequences only after the fact. Is it possible to keep more of what you earn on your investments? In the end, what matters is how much you keep, not how much you earn. Tax law changes you need to know about for 2013! As 2013 rang in, so did a significant number of changes to the tax laws. All important changes for tax year 2013 (referring to investment related topics) are included in this book. That includes e.g. the additional Medicare tax, new (and higher) income tax brackets, the Net Investment Income Tax of 3.8%, updated details about capital gain tax rates, exemptions, deductions etc. You will learn how to: * Allocate assets among investments that have different tax-treatments; * Utilize tax structures provided by the tax code (e.g. 401(k), Roth IRA, 529 colleague savings, etc.) to maximize your long-term investment returns; * Intentionally realize gains and losses. We should think about taxes throughout the year as part of the investment process, not just in the days and weeks before we file the tax return. In Tax Efficient Investing we examine the basic framework of individual taxation in the United States as it relates to investing. Unlike death, taxation can at least be minimized. Tax Efficient Investing explores tax-efficient investing-strategies designed specifically to minimize the negative impact taxes can have, particularly on long-term savings and investment returns. Many investors employ tax-advantaged strategies, but these are not the same as building a tax-efficient portfolio. In a tax-efficient portfolio, assets are diversified among taxable, tax-deferred, and tax-free accounts to reduce tax exposure. The tax-efficient investor takes intentional steps when realizing gains and losses, and allocates assets among investments that have differing tax treatments. Tax efficiency is especially crucial in a retirement savings portfolio where you may gain a material advantage by strategically drawing down certain assets before others. Although this publication is not a comprehensive guide to the U.S. tax code, it does offer a number of strategies and specific investment ideas that may help you enhance your long-term investment returns by carefully managing your tax liability. Every investment decision has a tax consequence. This book is not about how to cheat - we are not giving you any advice in that direction. We believe it's important for you to take a holistic view of your investment choices. We include taxes as given, not as an evil factor. By embracing taxes as part of our investment environment, we tend to make better choices than trying to avoid or ignore them. The taxes we pay on investment earnings can meaningfully affect long-term returns. A tax-efficient portfolio includes investments and account types with differing tax treatments. It includes, as well, strategies supported in the tax code such as loss recognition to offset another return or income. The strategic choice of asset allocation and securities, such as municipal bonds in a brokerage account vs. a Roth IRA, can systematically increase your return. The benefits from using these tax structures provided by the tax code (e.g. 401(k), Roth IRA, 529 colleague savings, etc.) can lead to substantial savings overtime. Tax Efficient Investing is not meant to be a comprehensive guide to the complex U.S. tax code. Rather, this book may help you make better and informed tax-related decisions when it comes to investing. It allows you to plan ahead and include taxes as a factor to generate sustainable returns. Many additional unique situations and circumstances may apply to you as a reader, which is why it is important to work with a tax advisor.
Download or read book Tax aware Investment Management written by Douglas S. Rogers and published by . This book was released on 2006 with total page 301 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Illustrates how investment strategies for tax-exempt accounts don't work for individuals subject to taxes. Offers techniques for comparing tax-efficiency of mutual funds, hedge funds, and investment managers, and presents more-sophisticated strategies for offsetting gains against losses in wealth planning, portfolio management, and estate planning. Includes results of historical research, 100 tables and charts"--Provided by publisher.
Download or read book Tax efficient Investing for Canadians written by André Fok Kam and published by IFSE Institute. This book was released on 2014-06-30 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Tax is an expense of investing, in the same way as brokerage commissions or management fees. By paying attention to the tax consequences of their investing decisions, investors can substantially increase the amount of investment income that ends up in their pocket at the end of the day. This book will give Canadian investors the tools they need to maximise the after-tax return on their investments while taking their risk tolerance into account. It is relevant to investors who hold individual stocks and bonds as well as those who invest through mutual funds, exchange-traded funds and similar products.
Download or read book The Charles Schwab Guide to Finances After Fifty written by Carrie Schwab-Pomerantz and published by Crown Currency. This book was released on 2014-04-01 with total page 434 pages. Available in PDF, EPUB and Kindle. Book excerpt: Here at last are the hard-to-find answers to the dizzying array of financial questions plaguing those who are age fifty and older. The financial world is more complex than ever, and people are struggling to make sense of it all. If you’re like most people moving into the phase of life where protecting—as well as growing-- assets is paramount, you’re faced with a number of financial puzzles. Maybe you’re struggling to get your kids through college without drawing down your life’s savings. Perhaps you sense your nest egg is at risk and want to move into safer investments. Maybe you’re contemplating downsizing to a smaller home, but aren’t sure of the financial implications. Possibly, medical expenses have become a bigger drain than you expected and you need help assessing options. Perhaps you’ll shortly be eligible for social security but want to optimize when and how to take it. Whatever your specific financial issue, one thing is certain—your range of choices is vast. As the financial world becomes increasingly complex, what you need is deeply researched advice from professionals whose credentials are impeccable and who prize clarity and straightforwardness over financial mumbo-jumbo. Carrie Schwab-Pomerantz and the Schwab team have been helping clients tackle their toughest money issues for decades. Through Carrie’s popular “Ask Carrie” columns, her leadership of the Charles Schwab Foundation, and her work across party lines through two White House administrations and with the President’s Advisory Council on Financial Capability, she has become one of America’s most trusted sources for financial advice. Here, Carrie will not only answer all the questions that keep you up at night, she’ll provide answers to many questions you haven’t considered but should.
Download or read book The Investors Tax Tuneup written by Edward A. Lyon and published by iUniverse. This book was released on 2000-12 with total page 254 pages. Available in PDF, EPUB and Kindle. Book excerpt: Paying tax bites. The Investors Tax Tuneup helps you bite book. The book is full of sound strategies for making more, and keeping more, from your investments. Learn how to choose stocks, bonds, and mutual funds. Take advantage of qualified plans, IRAs, life insurance, and annuities. Avoid tax on your capital gains. This is a concise, easy-to-understand guide from a nationally recognized expert who's been called "the funniest tax guy in America."
Download or read book Tax Efficient Investments Simplified 2012 written by Tony Granger and published by Management Books 2000. This book was released on 2012-06-01 with total page 165 pages. Available in PDF, EPUB and Kindle. Book excerpt: With the government raising taxes and trying to put the squeeze on all possible sources of revenue to fill the Black Hole in the economy, it has never been more important for investors to find tax-efficient ways of saving and investing. This new addition to the Simplified series explains in practical terms how investors can go about protecting their investments from the Inland Revenue. It includes coverage of all the developments with the latest Budget (including post-election changes announced by the new government). In particular, it includes changes in Trust laws, changes in HMRC methodologies, and the latest changes across all the various tax regimes. Essential reading for anyone wanting to maximise investment returns and minimise the HMRC cut.
Download or read book The Insider s Guide to Tax Free Real Estate Investments written by Diane Kennedy and published by John Wiley & Sons. This book was released on 2007-02-26 with total page 258 pages. Available in PDF, EPUB and Kindle. Book excerpt: This guide from bestselling real estate authors de Roos and Kennedy shows you how to use tax-free retirement funds to invest in real estate. Using real estate IRAs, you can combine the tax benefits of retirement funds with the high rates of appreciation in the real estate market, growing your retirement investments by leaps and bounds. This handy book shows you how.
Download or read book The Win Win Wealth Strategy written by Tom Wheelwright and published by John Wiley & Sons. This book was released on 2022-07-07 with total page 263 pages. Available in PDF, EPUB and Kindle. Book excerpt: Build the financial future you deserve with tax-effective investing The government wants your help, and it's willing to pay handsomely. You just need to know what to do. In The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make, celebrated entrepreneur, investor, and bestselling author Tom Wheelwright, CPA transforms the way you think about building wealth and challenges the paradigm that tax incentives are immoral loopholes. Backed by deep research in 15 countries, he identifies seven investing strategies that are A-OK with governments worldwide and will fatten your wallet while making the world a better place. You’ll learn: How to tax-effectively invest in business, technology, energy, real estate, insurance, agriculture, and retirement accounts How to use tax incentives to help pay for your next car, house, or tuition bill Why “the rich” are not “a drain on society” and, more importantly, how to become one of them An indispensable and startlingly insightful exploration of straightforward investing strategies, The Win-Win Wealth Strategy improves your confidence in tax-effective investing, so you make better decisions with your money and supercharge your family’s generational wealth while creating jobs, developing technology and improving access to food, energy and housing.
Download or read book Investing Tax Deductions Plus Do s and Don ts 2017 written by Michael Galesso and published by First Rank Publishing. This book was released on 2017-03-02 with total page 24 pages. Available in PDF, EPUB and Kindle. Book excerpt: Investing money is something that is always encouraged by financial advisors. ‘Make your money work for you’ this is a statement that is heard quite often. It is indeed great to own stocks and bonds and have other forms of investment, but how exactly are your investments taxed?
Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!
Download or read book Tax Free Wealth For Life written by Matt Kingsley and published by Matt Kingsley. This book was released on 2024-02-12 with total page 72 pages. Available in PDF, EPUB and Kindle. Book excerpt: Welcome to the first chapter of your journey towards tax-free wealth. Let's cut to the chase – taxes are not just a necessary evil; they are a goldmine of opportunities if you know how to work them right. This isn’t about evading taxes; it’s about smart, legal strategies to minimise what you owe and maximise what you keep. Let’s dive in. Understanding tax laws is like mastering a game. The rules might seem complicated, but they are there for a reason. And just like any game, the better you understand the rules, the better you play. Most people see taxes as a static, unchangeable fact of life. That's where they go wrong. Tax laws are designed with various incentives and benefits that can work in your favour – if you know how to use them. Now, I know what you're thinking – tax planning sounds like a tedious, complex task best left to accountants. But here’s the deal: if you’re serious about building wealth, you can’t afford to be passive about taxes. It’s time to shift your mindset. Stop seeing taxes as a mere deduction from your income and start viewing them as a key component of your financial strategy.
Download or read book Tax Efficient Investing written by Janie Casello Bouges and published by . This book was released on 2005 with total page 446 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Tax Efficient Investments 2014 written by Tony Granger and published by . This book was released on 2014 with total page 185 pages. Available in PDF, EPUB and Kindle. Book excerpt: How to plan and implement tax-efficient investment strategies, incorporating all the latest budget amendments.
Download or read book Tax Efficient Investment Strategies written by Dominic Bates and published by . This book was released on 2023-10-27 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Retire Before Mom and Dad The Simple Numbers Behind A Lifetime of Financial Freedom written by Rob Berger and published by Glenbrook Press. This book was released on 2019-08-29 with total page 268 pages. Available in PDF, EPUB and Kindle. Book excerpt: In Retire Before Mom and Dad, you'll learn how to unlock the superpower inside of you that is capable of transforming almost any income into lasting financial freedom. And, you'll discover that it's not about scrimping and sacrificing to get there.
Download or read book Tax Efficient Wealth written by Ken Green and published by . This book was released on 2020-07-10 with total page 106 pages. Available in PDF, EPUB and Kindle. Book excerpt: Do you have anxieties about money? Do you worry that you may never have enough money to retire when you want to retire? Do you dread the thoughts that you may have to work forever? Do you pay too much in taxes and wonder if you can ever lower your tax burden? If you answered "Yes" to any of these questions, then this book is for you. This book will save you a ton of taxes and help build your wealth - fast! If you work in Corporate Canada or Corporate America and gross over $100,000 per annum, this book will help you lower your tax burden and provide you with a blueprint to build wealth quickly. If you're just starting your career and you make less than $100,000 per year, this book will serve as a plan to help you plan your finances in a tax-efficient manner so you can build wealth fast. DOWNLOAD: TAX-EFFICIENT WEALTH - The Blueprint to Quickly Build Tax-Efficient Wealth to Achieve Financial Freedom in Four Actionable Steps I believe you have what it takes to build and grow your wealth in a tax-efficient manner. What you're lacking is the knowledge and a simple plan to help you build wealth. Most people struggle financially because they lack this fundamental knowledge and a proven path to follow. This book provides you with an easy-to-implement blueprint that will enable you to build and grow your wealth in a tax-efficient manner. After reading this book: You will have a solid knowledge of the key wealth drivers to build wealth, and uncover the money mindset required to win the money game. You will have a blueprint and a step-by-step plan to start your journey on building and growing your wealth tax-efficiently You will save taxes, have more money and have the confidence to shatter all your money worries for life. Start your journey to Tax-Efficient Wealth and quickly build financial independence. Move from uncertainty to a confident and certain financial future. Move from anxiety and worry over money to a state of peace and joy with your money! This is the PROMISE of this book. DOWNLOAD: TAX-EFFICIENT WEALTH - The Blueprint to Quickly Build Tax-Efficient Wealth to Achieve Financial Freedom in Four Actionable Steps
