Integrating Investments and the Tax Code
Description:
Add Value to any Client's Portfolio With Tax-Saving Strategies
"Bill Reichenstein and William Jennings are two of the industry's very few true pioneers. This book should be on the short list of anyone interested in private wealth management, whether expressed in thousands or millions of dollars."
-Jean L. P. Brunel, CFA, Editor of the Journal of Wealth Management and author of Integrated Wealth Management
"Reichenstein and Jennings tackle many key issues facing individual investors, including 'How should you differentiate between the before-tax dollars in retirement accounts and the after-tax dollars in taxable accounts?' and 'Should bonds be held in retirement accounts and stocks in taxable accounts or vice versa?' They provide valuable insights that certainly should add value to you and your clients."
-Brian Bruce, Editor in Chief of Journal of Investing and Director of Global Investments at PanAgora Asset Management
"If you want to be on the leading edge of thinking about integrated wealth management, then read this book. While the traditional approach searches for optimization in perfect markets and limits the portfolio to financial assets, these authors tackle real-world complexities and integrate other sources of wealth into the portfolio. Extending the analysis is vital in a world where financial decisions are increasingly the responsibility of the individual."
-Conrad S. Ciccotello, JD, PhD, Editor of Financial Services Review and Director of Graduate Personal Financial Planning Programs at Georgia State University
Best prices to buy, sell, or rent ISBN 9780471216421
Frequently Asked Questions about Integrating Investments and the Tax Code
The price for the book starts from $65.53 on Amazon and is available from 7 sellers at the moment.
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As for the Integrating Investments and the Tax Code book, the best buyback offer comes from and is $ for the book in good condition.
The Integrating Investments and the Tax Code book is in very low demand now as the rank for the book is 4,716,441 at the moment. A rank of 1,000,000 means the last copy sold approximately a month ago.
The highest price to sell back the Integrating Investments and the Tax Code book within the last three months was on October 12 and it was $1.95.