TITLE

Tax-Efficient Investing: Easing The Bite in a Down Market

AUTHOR(S)
Opiela, Nancy
PUB. DATE
January 2002
SOURCE
Journal of Financial Planning;Jan2002, Vol. 15 Issue 1, p50
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Focuses on the need of tax-efficient investing during the United States economic downturn. Effectiveness of tax management strategies and alternative investment vehicles in financial planning business; Details on screening of mutual funds for tax efficiency; Importance of tax implications of investments on clients.
ACCESSION #
5847723

 

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