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The Charles Schwab Guide to Finances After Fifty

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Author :
Release : 2014-04-01
Genre : Business & Economics
Kind : eBook
Book Rating : 374/5 ( reviews)

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Book Synopsis The Charles Schwab Guide to Finances After Fifty by : Carrie Schwab-Pomerantz

Download or read book The Charles Schwab Guide to Finances After Fifty written by Carrie Schwab-Pomerantz. This book was released on 2014-04-01. Available in PDF, EPUB and Kindle. Book excerpt: Here at last are the hard-to-find answers to the dizzying array of financial questions plaguing those who are age fifty and older. The financial world is more complex than ever, and people are struggling to make sense of it all. If you’re like most people moving into the phase of life where protecting—as well as growing-- assets is paramount, you’re faced with a number of financial puzzles. Maybe you’re struggling to get your kids through college without drawing down your life’s savings. Perhaps you sense your nest egg is at risk and want to move into safer investments. Maybe you’re contemplating downsizing to a smaller home, but aren’t sure of the financial implications. Possibly, medical expenses have become a bigger drain than you expected and you need help assessing options. Perhaps you’ll shortly be eligible for social security but want to optimize when and how to take it. Whatever your specific financial issue, one thing is certain—your range of choices is vast. As the financial world becomes increasingly complex, what you need is deeply researched advice from professionals whose credentials are impeccable and who prize clarity and straightforwardness over financial mumbo-jumbo. Carrie Schwab-Pomerantz and the Schwab team have been helping clients tackle their toughest money issues for decades. Through Carrie’s popular “Ask Carrie” columns, her leadership of the Charles Schwab Foundation, and her work across party lines through two White House administrations and with the President’s Advisory Council on Financial Capability, she has become one of America’s most trusted sources for financial advice. Here, Carrie will not only answer all the questions that keep you up at night, she’ll provide answers to many questions you haven’t considered but should.

Tax-Deferred Investing

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Author :
Release : 1991-07-31
Genre : Business & Economics
Kind : eBook
Book Rating : /5 ( reviews)

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Book Synopsis Tax-Deferred Investing by : Michael C. Thomsett

Download or read book Tax-Deferred Investing written by Michael C. Thomsett. This book was released on 1991-07-31. Available in PDF, EPUB and Kindle. Book excerpt: A quick reference, how-to volume on using tax deferral as one means to achieving investment goals. Shows how to establish those goals and then describes all the tax-deferred investment vehicles currently available under the 1986 Tax Reform Act and subsequent changes. Discusses timing of investment strategies and record keeping to avoid mistakes and penalties.

How to Invest in Real Estate And Pay Little or No Taxes: Use Tax Smart Loopholes to Boost Your Profits By 40%

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Author :
Release : 2005-01-21
Genre : Business & Economics
Kind : eBook
Book Rating : 995/5 ( reviews)

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Book Synopsis How to Invest in Real Estate And Pay Little or No Taxes: Use Tax Smart Loopholes to Boost Your Profits By 40% by : Hubert Bromma

Download or read book How to Invest in Real Estate And Pay Little or No Taxes: Use Tax Smart Loopholes to Boost Your Profits By 40% written by Hubert Bromma. This book was released on 2005-01-21. Available in PDF, EPUB and Kindle. Book excerpt: How you can realize the dream of tax-free real estate investment Record numbers of investors are choosing real estate as a safe alternative to the stock market. In How to Invest in Real Estate and Pay Little or No Taxes, an expert acquaints investors with exemptions, exchange rules, and other tax shelters you can use to increase your ROIs by as much as 40 percent annually. Hubert Bromma clearly explains how they work and shows you how to use them to: Never pay taxes again on real estate investments Exchange their way to tax freedom Pay for college through tax-free real estate deals Use tax-exclusion credits when they mean the most Protect real estate investments from creditors Retire early and wealthy through tax-free real estate investments

Taxable and Tax-Deferred Investing

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Author :
Release : 2008
Genre :
Kind : eBook
Book Rating : /5 ( reviews)

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Book Synopsis Taxable and Tax-Deferred Investing by : Jennifer C. Huang

Download or read book Taxable and Tax-Deferred Investing written by Jennifer C. Huang. This book was released on 2008. Available in PDF, EPUB and Kindle. Book excerpt: We analyze an intertemporal portfolio problem with both taxable and tax-deferred retirement accounts. Using a tax-arbitrage argument, we identify conditions under which the optimal location decision (of where to place an asset) is separable from the allocation decision (of how much to allocate to each asset). Investors place highly taxed assets in the tax-deferred account to maximize the tax benefit, and adjust their taxable portfolios to achieve the optimal risk exposure. We show that the two-account problem can be reduced to a taxable-account-only problem. The results are robust to the possibility of postponing capital gains taxes, consumption and contribution decisions, and stochastic tax rates.

The Investors Tax Tuneup

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Author :
Release : 2000-12
Genre : Business & Economics
Kind : eBook
Book Rating : 930/5 ( reviews)

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Book Synopsis The Investors Tax Tuneup by : Edward A. Lyon

Download or read book The Investors Tax Tuneup written by Edward A. Lyon. This book was released on 2000-12. Available in PDF, EPUB and Kindle. Book excerpt: Paying tax bites. The Investors Tax Tuneup helps you bite book. The book is full of sound strategies for making more, and keeping more, from your investments. Learn how to choose stocks, bonds, and mutual funds. Take advantage of qualified plans, IRAs, life insurance, and annuities. Avoid tax on your capital gains. This is a concise, easy-to-understand guide from a nationally recognized expert who's been called "the funniest tax guy in America."

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