MINIMIZE YOUR TAXES
MAXIMIZE YOUR SAVINGS
Getting Started in Tax-Savvy Investing
The financial future looks bright for those coming of investment age in the new millennium. The only catch is that Americans are paying higher taxes than ever before. Yet, thanks to our lawmakers in Washington, the U.S. tax code is filled with tax deductions, tax exemptions, and tax credits. Until now, most of these lucrative loopholes have been the privileged information of those wealthy enough to hire personal accountants and lawyers. Getting Started in Tax-Savvy Investing breaks the code of silence to reveal these closely held, wealth-building secrets. Learn how to:
• Get started with stocks
• Find the best bond bargains
• Win the tax deferral game
• Invest for the truly long term
• Invest through insurance
• Take advantage of annuities
• Minimize the cruelest tax in America
. . . and much more. Regardless of your profession or income level, now you can make the U.S. tax codes work for you!
About the Author
ANDREW WESTHEM is President of the Westhem Group/Wealth Planning Inc., which focuses on advanced estate, retirement, and business planning strategies.
DON KORN is a freelance writer based in New York.
Table of Contents
Getting Started with Stocks.
(Stock) Options Plays.
Finding the Best Bond Bargains.
Making Mutual Funds Less Taxing.
Real Tax Breaks from Real Estate.
Super Real Estate Strategies.
Winning the Tax Deferral Game.
Employers Can Take Their Pick of the Pack.
Investing for the Truly Long Term.
Adding Annuities to the Mix.
Investing through Insurance.
When You Invest in Yourself.
Minimize the Cruelest Tax.
The Wondrous Wealth Trust.
Super Estate-Tax Reduction Strategies.
Last Lessons in Tax Savings.