Tax-Aware Investment Management - The Essential Guide (Hardcover)

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 managersHow the widely used style-box matrix can prove detrimental to after-tax investment returnsHow to minimize taxes on stock-and-bond portfolios and employ sophisticated strategies for offsetting gains against lossesHow to decide which asset categories should be placed in tax-deferred accounts such as IRAs and which should be placed in regular taxable accountsHow to incorporate tax-aware techniques and insights into all facets of investment planning, portfolio management, and estate planning

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