Tax-Smart Investing

Tax-Smart Investing

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In Tax-Smart Investing, you'll find an invaluable ally to help you guide your clients through the minefield of tax consequences of a wide range of investment vehicles. Investment professionals Andrew Westhem and Stewart Weissman reveal the tax traps that can snare the unwary - and describe the sophisticated tactics they have developed to elude those traps. Written in a clear, straightforward style and packed with practical examples, Tax-Smart Investing is an indispensable guide for investment advisors, financial planners, accountants, and attorneys.Thus, Jennifer not only has a 40 1 (k ) account, she also has a brokerage account for additional investments. ... funds inside her 401(k) plan: That will mean less room there for stock funds, so more stocks will be held in her brokerage account.

Title:Tax-Smart Investing
Author:Andrew D. Westhem
Publisher:John Wiley & Sons - 1999-06-07


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