Pregled bibliografske jedinice broj: 151800
Evaluating the Tax Benefits of Deducting Stock Market Losses in IRAs
Evaluating the Tax Benefits of Deducting Stock Market Losses in IRAs // Journal of financial service professionals, 57 (2003), 5; 45-55 (podatak o recenziji nije dostupan, članak, znanstveni)
CROSBI ID: 151800 Za ispravke kontaktirajte CROSBI podršku putem web obrasca
Naslov
Evaluating the Tax Benefits of Deducting Stock Market Losses in IRAs
Autori
Brennan, Julia M. ; Hulse, David S.
Izvornik
Journal of financial service professionals (1537-1816) 57
(2003), 5;
45-55
Vrsta, podvrsta i kategorija rada
Radovi u časopisima, članak, znanstveni
Ključne riječi
Individual retirement accounts; investment losses; tax
Sažetak
Many clients have IRAs that are worth less than their basis because of recent stock market declines. Such clients can generate tax savings that alleviate these losses by liquidating their IRAs and deducting the excess basis. This article models this tax reduction opportunity, making it easier for the financial planner to identify those clients whose circumstances make it advantageous to pursue this strategy.
Izvorni jezik
Engleski
Znanstvena područja
Ekonomija
