Wall Street Secrets for Tax-Efficient Investing: From Tax Pain to Investment Gain

by Robert N. Gordon and Jan M. Rosen

Book Overview

When looking at a monthly brokerage statement, an investor's eyes go straight to the bottom line -- the account value. But there's a catch. If you have big gains and decide to play it safe and take some of that money off the table, taxes will take a hefty chunk of those profits. Brokerage firms know how to handle such risk for their own accounts, hedging holdings, for example, to iron out volatility instead of incurring taxable capital gains. Savvy...

• Format: Hardcover
• Language: English
• ISBN: 1576600882
• ISBN13: 9781576600887
• Release Date: November 2001
• Publisher: Bloomberg Press
• Length: 288 Pages
• Weight: 1.32 lbs.
• Dimensions: 1.0" x 5.8" x 9.3"

Customer Reviews

A most helpful book for the involved investor

Good ideas on making the right choices between investment tools, stocks vs. options vs. funds..easily worth the money

Excellent advice

This book is filled with top-notch strategies for minimizing the tax bite on your investments. It's well-organized and contains info that, I think, will benefit both individual and professional investors. By making a few simple changes to my portfolio, I'll now be able to boost my take-home returns considerably. Strongly recommended.