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 better prepare their clients for the future, as well as add tangible value for clients through asset allocation and location options.

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