Detail Tax-Advantaged Investing for an Uncertain Economy   Oleh:  Hammer, Seth ; Russo, Charles J. Jenis: Article from Bulletin/Magazine Dalam koleksi: Journal of Accountancy vol. 213 no. 5 (May 2012), page 28-33. Topik: Financial Planning; Income Tax Returns; Guidelines; Financial Planners Ketersediaan Perpustakaan Pusat (Semanggi) Nomor Panggil: JJ85.32 Non-tandon: 1 (dapat dipinjam: 0) Tandon: tidak ada     Lihat Detail Induk Isi artikel Investors and their advisers have weathered several years of turmoil, with market conditions often upending conventional investing approaches and related tax strategies. While an "unusually uncertain" economic outlook creates significant challenges for advisers and their clients, it also provides opportunities to implement tax-advantaged investment strategies that may mitigate risk and/or enhance after-tax returns. Depending on their clients' situations, advisers may wish to employ one or more of these seven strategies: 1. Write qualified covered calls. 2. Invest in private activity bonds. 3. Avoid capital losses on bond holding. 4. Avoid short-trading ETFs. 5. Invest in closed-end mutual funds with built-in capital losses. 6. Market discount bonds can allow taxpayers to significantly defer recognition of interest or other ordinary income. 7. Put options in a Roth conversion or reconversion. In all cases, foremost consideration for any selected strategy should be its impact on the overall program of investment. Opini Anda Klik untuk menuliskan opini Anda tentang koleksi ini! Kembali

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