J.K. Lasser Pro Integrating Investments and the Tax Code: Using the Tax Code to Enhance Returns and Add Value (Hardcover)

Acknowledgments.

Chapter 1. Introduction.

PART I: SAVINGS VEHICLES.

Chapter2. Savings Vehicles: Structure and Ending-Wealth Models.

Chapter 3. After-tax Wealth across Savings Vehicles.

Chapter 4. Frequently Asked Questions Related to Savings Vehicles.

Chapter 5. Who Should Buy a Non-qualified Tax-deferred Annuity?

Chapter 6. Saving Opportunities in Deductible Pensions and Roth IRAs after the 2001 Tax Act.

Chapter 7. Tax-Efficient Investing.

Chapter 8. College Savings Strategies.

PART II: A NEW APPROACH TO CALCULATING A FAMILY'S ASSET ALLOCATION.

Chapter 9. Calculating the Asset Allocation.

Chapter 10. Conversion to After-tax Funds.

Chapter 11. Estimating the Value of Social Security Retirement Benefits.

Chapter 12. Calculating the Value of Military Retirement Income.

Chapter 13. Calculating the Value of Defined-benefit Plans: Company Pensions, Teachers', Firefighters', and Police Officers' Pensions.

Chapter 14. Asset Allocation and Asset-location Decisions.

Chapter 15. Case Studies.

Glossary.

Ind ex.