 J.K. Lasser Pro Integrating Investments and the Tax Code : Using the Tax Code to Enhance Returns and Add Value
ISBN: 978-0-471-21642-1
Hardcover
318 pages
February 2003
US $49.95
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Chapter 1. Introduction.
PART I: SAVINGS VEHICLES.
Chapter2. Savings Vehicles: Structure and Ending-Wealth Models.
Chapter 3. After-tax Wealth across Savings Vehicles.
Chapter 4. Frequently Asked Questions Related to Savings Vehicles.
Chapter 5. Who Should Buy a Non-qualified Tax-deferred Annuity?
Chapter 6. Saving Opportunities in Deductible Pensions and Roth IRAs after the 2001 Tax Act.
Chapter 7. Tax-Efficient Investing.
Chapter 8. College Savings Strategies.
PART II: A NEW APPROACH TO CALCULATING A FAMILY'S ASSET ALLOCATION.
Chapter 9. Calculating the Asset Allocation.
Chapter 10. Conversion to After-tax Funds.
Chapter 11. Estimating the Value of Social Security Retirement Benefits.
Chapter 12. Calculating the Value of Military Retirement Income.
Chapter 13. Calculating the Value of Defined-benefit Plans: Company Pensions, Teachers', Firefighters', and Police Officers' Pensions.
Chapter 14. Asset Allocation and Asset-location Decisions.
Chapter 15. Case Studies.
Glossary.
Ind ex.
