Integrating Investments and the Tax Code (a review)

Murad J. Antia and Martin S. Fridson

Financial Analysts Journal, 2004, vol. 60, issue 2, 102-103

Abstract: The authors provide an essential reference tool for investment professionals who manage taxable accounts. The book contains comprehensive discussions, with case studies, of the issues important to maximizing after-tax ending wealth: how to analyze asset allocation and asset location (whether assets are kept in taxable or tax-deferred vehicles), choosing between low- and high-turnover investment vehicles, and choosing among investments that vary with respect to the proportion of expenses borne by investors.

Date: 2004
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DOI: 10.2469/faj.v60.n2.1954

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