In the Presence of Taxes: Applications of After-Tax Asset Valuations

by William Reichenstein, Ph.D., CFA

To date, most financial advisers for individual investors have operated as if taxes do not exist. This book offers a better way?a discussion of the after-tax valuation of assets held in one of four savings vehicles: tax-exempt accounts such as Roth IRAs, tax-deferred accounts such as 401(k)s, taxable accounts, and non-qualified tax-deferred annuities. By facing the reality that taxes exist and making reasonable adjustments, financial planners can...

• Format: Hardcover
• Language: English
• ISBN: 0979877512
• ISBN13: 9780979877513
• Release Date: September 2008
• Publisher: Financial Planning Association Press
• Length: 130 Pages
• Weight: 0.50 lbs.