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Tax-Aware Investment Management: The Essential Guide

ISBN: 978-1-57660-180-8
Hardcover
318 pages
January 2006
List Price: US $100.00
Government Price: US $51.00
Enter Quantity:   Buy
Tax-Aware Investment Management: The Essential Guide (1576601803) cover image
This is a Print-on-Demand title. It will be printed specifically to fill your order. Please allow an additional 10-15 days delivery time. The book is not returnable.

Investment returns are uncertain, especially in today’s economic environment. But taxes are a sure thing.

That's one reason why tax-aware investment management is essential for building and maintaining wealth.

In this comprehensive, groundbreaking book, Douglas S. Rogers, CFA, explains why many accepted investment strategies and techniques developed for tax-exempt institutional investors don't work for individuals who are subject to taxes. They will end up with substantially lower after-tax returns simply because their portfolios are not structured or managed with tax obligations in mind.

This book shows:

  • How to measure and compare the tax-efficiency of mutual funds, hedge funds, and individual investment managers
  • How the widely used style-box matrix can prove detrimental to after-tax investment returns
  • How to minimize taxes on stock-and-bond portfolios and employ sophisticated strategies for offsetting gains against losses
  • How to decide which asset categories should be placed in tax-deferred accounts such as IRAs and which should be placed in regular taxable accounts
  • How to incorporate tax-aware techniques and insights into all facets of investment planning, portfolio management, and estate planning
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