1 / 7

Maximizing Tax-Advantaged Investments for Long-term Success

Understand key provisions of tax laws like EGTRRA and JGTRRA, income brackets, tax rates, and strategies to defer tax liabilities for financial planning. Compare IRAs vs. taxable accounts for maximizing investments.

isaiah-wooten
Download Presentation

Maximizing Tax-Advantaged Investments for Long-term Success

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Web Chapter 17 Tax-Advantaged Investments(Art Only)

  2. Table 17.1 Key Provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001

  3. Table 17.2 Key Provisions of the Jobs and Growth Tax Relief Reconciliation Act of 2003

  4. Table 17.3 Tax Rates and Income Brackets for Individual and Joint Returns (2006)

  5. Table 17.4 Determining the 2006 Federal Income Tax Due for the Edward and Martha Meyer Family

  6. Table 17.5 Ranking of Strategies to Defer Tax Liabilities to the Next Year Given Different Expectations About the Future Price of the Stock

  7. Table 17.6 Value from a $1,000-a-Year Investment in a Traditional Deductible IRA vs. a Fully Taxable (Non-IRA) Account*

More Related