Taxed and Tax Deferral Accounts

Harold Bierman
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Harold Bierman: Cornell University, USA

Chapter 8 in The Bare Essentials of Investing:Teaching the Horse to Talk, 2007, pp 119-133 from World Scientific Publishing Co. Pte. Ltd.

Abstract: AbstractThe following sections are included:Factors Leading to Retention in Tax Deferred AccountFactors Leading to Transfer to Taxed AccountIs Using a Tax Deferral Account Desirable?ExampleStock Placed in Taxed or Taxed Deferral AccountsExampleA Traditional IRAWithdrawalsExampleRoth 401 (K)A Tax Deferral Account (401 (K))Roth 401 (K)Tax Efficient FundsWhat are the Facts?Stocks or BondsMutual FundsSummaryAppendix 1 Is a Transfer from a Tax Deferral Account Desirable? A Numerical ExampleKeep the Investment in Retirement Account (Earn 0.10)Transfer to Taxed Account and RetainAppendix 2Questions

Keywords: Investments; Common Stock; Bonds; Financial Securities; Taxes; Fair Security; Random Walk; Tax Deferral; Dividends (search for similar items in EconPapers)
Date: 2007
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