Book Description
A complete, authoritative guide to taxation of stocks, mutual funds and market-traded stock options.
Author : Kaye A. Thomas
Publisher : Fairmark Press Inc.
Page : 322 pages
File Size : 42,82 MB
Release : 2004
Category : Business & Economics
ISBN : 0967498112
A complete, authoritative guide to taxation of stocks, mutual funds and market-traded stock options.
Author : Robert N. Gordon
Publisher : Bloomberg Press
Page : 259 pages
File Size : 38,21 MB
Release : 2001-11-01
Category : Business & Economics
ISBN : 9781576600887
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 individual investors can use the same techniques to protect themselves. In this indispensable guide, Robert Gordon, a Wall Street veteran, shares the strategies of an insider to demonstrate how you can use the tax laws to your advantage. Written in plain English, this book explains federal and state tax considerations that investors need to know to make the most tax-efficient choices and to protect their portfolios. The emphasis is on practical application, aimed at guiding you to specific, accessible tax-saving goals without having to wrestle down the entire Internal Revenue Code. Thanks to the talents of Gordon and respected journalist Jan M. Rosen, this book is clearly organized along transactional lines, offering easy entry for busy readers and allowing investors to zero in on a powerful array of proven, tax-minimizing techniques and strategies. By the time you finish reading Wall Street Secrets for Tax-Efficient Investing, you will be on your way to reducing your tax bite to a nibble and enjoying the full benefit of your investment earnings.
Author : Kaye A. Thomas
Publisher : Fairmark Press Inc.
Page : 290 pages
File Size : 44,63 MB
Release : 2005
Category : Business & Economics
ISBN : 0967498171
This is the 2005 edition of the most popular book on employee stock options. It's a major revision from the previous edition, with new design, content and organization to make it even easier for employees to learn what they need to know about their equity compensation.
Author : Kaye A. Thomas
Publisher :
Page : 158 pages
File Size : 33,32 MB
Release : 2010-05
Category : Business & Economics
ISBN : 9780979224881
This book offers the easiest way yet to learn the key principles of investing. Weighing in at just 136 pages, it conveys more knowledge than many books twice as long, with charm and humor that makes it a pleasure to read. For those who are new to the subject, the book starts at the very beginning, explaining such basics as the difference between stocks and bonds. The book isn't just for beginners, though. People who have invested for years will learn how to achieve faster growth at lower risk by eliminating unnecessary (and sometimes hidden) expenses and maintaining better diversification. The first section of the book, "Laying a Foundation," explains how money grows and the relationship between risk and reward. The second section, "The Investor's Toolbox," introduces stocks, bonds and other categories of investments, as well as different types of investment accounts. The final section, "Building a Strategy," explains how investments really work (why a stock's price might go down, not up, immediately after a company announces good news, for example) and shows how to put sound investment principles into action. The author isn't content to point his readers in the right direction. He also offers a way to develop habits of thought that will help them stick with a good strategy through difficult times. Read this slim volume and you'll be prepared for a lifetime of investing.
Author : Fraser Institute (Vancouver, B.C.)
Publisher : The Fraser Institute
Page : 36 pages
File Size : 27,43 MB
Release : 2001
Category : Capital gains tax
ISBN : 0889751897
Author : Kenneth M. Morris
Publisher : Simon and Schuster
Page : 168 pages
File Size : 13,50 MB
Release : 2004
Category : Business & Economics
ISBN : 9780743266338
Traces the history of money and discusses stocks, bonds, mutual funds, futures, and options.
Author : Tom Wheelwright
Publisher : RDA Press, LLC
Page : 174 pages
File Size : 35,17 MB
Release : 2013-02-28
Category : Business & Economics
ISBN : 1937832406
Tax-Free Wealth is about tax planning concepts. It’s about how to use your country’s tax laws to your benefit. In this book, Tom Wheelwright will tell you how the tax laws work. And how they are designed to reduce your taxes, not to increase your taxes. Once you understand this basic principle, you no longer need to be afraid of the tax laws. They are there to help you and your business—not to hinder you. Once you understand the basic principles of tax reduction, you can begin, immediately, reducing your taxes. Eventually, you may even be able to legally eliminate your income taxes and drastically reduce your other taxes. Once you do that, you can live a life of Tax-Free Wealth.
Author : Robert A. Green
Publisher : McGraw Hill Professional
Page : 321 pages
File Size : 10,59 MB
Release : 2004-09-22
Category : Business & Economics
ISBN : 0071454632
Taxes play an integral role in trading success, yet no book today clearly and adequately explains the tax issues that are unique to active traders and investors. The Tax Guide for Traders provides traders with practical material on how to minimize the impact taxes have on their hard-won profits. Written in a hands-on style that appeals to traders as opposed to accountants, it discusses the best ways to set up a trading business, key tax forms and how to use them, tax treatment for specific types of securities, what to do in case of an audit, and much more.
Author : Kaye A. Thomas
Publisher :
Page : 0 pages
File Size : 11,5 MB
Release : 2023
Category : Individual retirement accounts
ISBN : 9781938797156
This book makes it easy to learn how you can get the most from Roth accounts, including Roth IRAs and Roth accounts in 401k or other employer plans.
Author : Chris Mamula
Publisher :
Page : 160 pages
File Size : 48,16 MB
Release : 2019-10
Category :
ISBN : 9780960058907
Now available for Pre-Order! A common resolution set at the beginning of a new year is to "get my financial house in order." But how can you build a house, let alone pour any kind of foundation, without a blueprint? There are dozens of books and gurus trying to push their advice and tell you how to spend and invest your money. And then, there are three suburban dads just trying to make the world a little bit better. Meet Brad Barrett and Jonathan Mendonsa of the award-winning ChooseFI podcast and Chris Mamula of the popular blog "Can I Retire Yet?". They have walked the talk and now want to share their knowledge with you. Together, these three regular guys will show you how they did something extraordinary. They are all financially independent and doing meaningful work that fulfills them. All three left their corporate 9 to 5 jobs and are reaping the benefits of extra time with their families. Mirroring the format of the popular ChooseFI podcast, this book pulls from the collective knowledge of those who have decided to build a lifestyle around their passions instead of allowing their finances to dictate their future. These stories demonstrate universal principles, giving you the opportunity to pick the elements that are the most applicable to your financial situation and "choose your own adventure." The book covers a wide range of topics that will help you build a strong financial foundation: Developing a growth mindset Defining your values and aligning them with your spending Cutting years from your estimated retirement date Questioning the status quo on "required expenses" Cutting travel expenses and putting family vacations within your reach Learning how to earn more and live with abundance Updating the commonly accepted wisdom on college education and the debt associated with it Cutting through the noise on investing to discover strategies that work Showing how to implement investment strategies that enable the lifestyle you desire while controlling downside risk FI or Financial Independence is the new debt-free and getting back to 0 is just the beginning of a wonderful journey. Whether you have mountains of debt now or are recently debt free and wondering what to do next, Choose FI: Your Blueprint to Financial Independence will give you the information to guide your next move.