Wall Street Secrets for Tax-Efficient Investing: From Tax Pain to Investment Gain
288Wall Street Secrets for Tax-Efficient Investing: From Tax Pain to Investment Gain
288Hardcover
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Overview
About the Author
JAN M. ROSEN, a long-time editor and former tax columnist in the financial news department of The New York Times, has been responsible for that newspaper’s annual tax section for many years. In addition, she is a contributor to Tax Hotline and other newsletters published by Boardroom, Inc. Rosen holds a master’s degree from Columbia University in New York, where she attended the Graduate School of Journalism.
Table of Contents
Table of Contents viiiList of Illustrations xv
Preface xvi
Overview 1
Part 1: Taxable Investments and Strategies for Protecting Their Value
1 Choosing your Investment Tools Carefully 13
2 The How and When of Harvesting Your Losses 27
3 Techniques for Utilizing your Losses 39
4 Smart Choices for Fixed-Income Holdings 47
5 Hedging to Avoid Capital Gains Tax 55
6 The Quest for Tax Efficiency in Mutual Funds 75
Part 2: Tax-Advantaged Investment Opportunities
7 Structuring Your Retirement Portfolio 95
8 Savvy Ways to Save for College 113
9 The Double Life of Life Insurance 129
Part 3: Special Situations
10 Making Prudent Elections 143
11 Managing Your Employee Stock Options 157
12 Avoiding Tax Traps for Closely Held Businesses 167
13 Planning for Often-Overlooked State Taxes 177
Part 4 Your Annual Opportunity
14 Year-End Planning Strategies 201
Appendix 1: Historical Tax Rates 217
Appendix 2: Key Points for Investors from the 2001 Tax Act 221
Notes 227
Glossary 229
Index 250
What People are Saying About This
“Bob Gordon and Jan Rosen know that it’s what you keep rather than how much you earn that really counts. This book provides an easy-to-read-and-remember menu of tax-minimizing techniques and strategies. Every taxpayer should have a copy as a guide in the never-ending joust with the revenue codes.” —Robert H. Stovall, CFA Senior Vice President and Market Strategist, Prudential Financial “Understanding the growing range of tax-efficient investing alternatives is no longer an option—it’s a critical element of sound financial planning. This book is an essential tool for grasping and maximizing today’s rapidly expanding menu of innovative investment choices.” —Peter Quick President, American Stock Exchange “If you hate taxes, you’ll love this book! Authors Robert Gordon and Jan Rosen reveal a catalogue of tax-cutting strategies for taxpayers and investors.” —Ed Slott, CPA Editor, Ed Slotty’s IRA Advisor “A book every investor should have on his desk—a very valuable guide to minimizing tax on all kinds of investments, from retirement plans to college savings to swap contracts.” —Martin Edelston Publisher, Bottom Line/Personal