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|a HG1660.H67
|b T38 2005
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| 100 |
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|a Horan, Stephen Michael.
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|a Tax-advantaged savings accounts and tax-efficient wealth accumulation /
|c Stephen M. Horan, CFA, St. Bonaventure University.
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| 260 |
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|a Charlottesville, Va. :
|b Research Foundation of CFA Institute,
|c c2005.
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| 300 |
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|a xii, 105 p. :
|b charts ;
|c 23 cm.
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| 500 |
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|a Includes bibliographic references (pp. 102-105).
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|a Introduction -- Choosing between Traditional IRAs and Roth IRAs : the basics -- Employer matching and converting a Traditional IRA to a Roth IRA -- Choosing between nondeductible IRAs and taxable investments -- Valuing tax-sheltered assets on an after-tax basis -- Early withdrawal penalties and breakeven time horizons -- Asset location between taxable and tax-deferred savings accounts -- Implications for financial analysts --
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| 505 |
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|a Appendix A : Proof of equivalency for standardized pretax and after-tax investments -- Appendix B : Simplification when tax savings are reinvested in 401(k) -- Appendix C : Derivation of breakeven withdrawal tax rate for nondeductible IRA -- Appendix D : Derivation of future value interest factor of a taxable annuity -- Appendix E : Breakeven investment horizon for a Traditional IRA.
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| 650 |
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0 |
|a Savings accounts
|x Taxation
|z United States.
|
| 650 |
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0 |
|a Savings accounts
|x Taxation
|x Law and legislation
|z United States.
|
| 650 |
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0 |
|a Saving and investment
|z United States.
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| 710 |
2 |
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|a CFA Institute.
|b Research Foundation
|