Allocate investments wisely between 401(k) and taxable accounts
Article Abstract:
Because rates of return on investments are unpredictable, tax considerations ought to be important in deciding how to allocate investments between a 401K and taxable plans. It is most advantageous to put fixed income in a 401K with stocks in taxable plans.
Publisher: Warren, Gorham & Lamont, Inc.
Publication Name: Practical Tax Strategies
Subject: Law
ISSN: 0040-0165
Year: 2003
Management dynamics, Employee Loan & Savings Plans, Methods, Management, Cover Story, Tax planning, Retirement planning, Salary reduction savings plans, 401K plans, Company business management, Investment management
Publication Name: Practical Tax Strategies
Subject: Law
ISSN: 0040-0165
Year: 2003
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Valuation of closely held stock is often far from certain
Article Abstract:
In the case of Estate of Dunn, the US Court of Appeals for the 5th Circuit ruled on methods of valuing the stock of closely held corporations for transfer tax purposes . The decisions and its implications are reviewed.
Publisher: Warren, Gorham & Lamont, Inc.
Publication Name: Practical Tax Strategies
Subject: Law
ISSN: 0040-0165
Year: 2003
Legal issues & crime, Government regulation (cont), Government regulation, Securities issued, listed, Legal/Government Regulation, Laws, regulations and rules, Securities, Transfer taxes, Close corporations, Closely held corporations, Valuation, Company securities
Publication Name: Practical Tax Strategies
Subject: Law
ISSN: 0040-0165
Year: 2003
User Contributions:
Comment about this article or add new information about this topic:
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