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In the Presence of Taxes: Applications of After-tax Asset Valuations
In the Presence of Taxes Applications of Aftertax Asset Valuations Author:William Reichenstein, Ph.D., CFA To date, most financial advisers for individual investors have operated as if taxes do not exist. This book offers a better way, a discussion of the after-tax valuation of assets held in one of four savings vehicles: tax-exempt accounts such as Roth IRAs, tax-deferred accounts such as 401ks, taxable accounts, and non-qualified tax-deferred annui... more »ties. By facing the reality that taxes exist and making reasonable adjustments, financial planners can better prepare their clients for the future, as well as add tangible value for clients through asset allocation and location options.« less