Rich in America Secrets to Creating and Preserving Wealth PHẦN 2 docx

... Campbell and Michael Parisi, “Individual Income Tax Returns, 20 00,” Statistics of Income Bulletin 22 (Fall 20 02) , pp. 7–44. 20 00 AGI ($000s) Tax Returns (000s) Tax Returns (%) < 20 50, 522 39.1% 20 −30 ... 18,3 62 14 .2 30−50 23 ,960 18.5 50−100 25 ,673 19.8 100 20 0 8,083 6.3 20 0−500 2, 135 1.7 500−1,000 396 0.3 >1,000 24 0 0 .2 Total 129 ,373 100.0 Reprinted by pe...

Ngày tải lên: 06/08/2014, 20:22

... S. Rich in America : secrets to creating and preserving wealth / Jeffrey S. Maurer. p. cm. Published simultaneously in Canada. ISBN: 0-471-44548-7 (cloth) 1. Finance, Personal—United States. 2. ... recent run-up in technology stocks. As 8 Rich in America 00 Intro Maurer 6 /20 /03 4:53 PM Page 8 Virginia. (Most of the Vanderbilt wealth eventually went to Vander...

Ngày tải lên: 06/08/2014, 20:22

... bother to learn, is that there is a difference between creating wealth and investing wealth. People began to believe that the quickest and easiest road to creating wealth was to speculate in the stock ... 0.19 0.13 0 .28 0 .28 0.43 0.43 0 .21 0.40 0.31 0.30 0 .29 0.04 1.00 0 .27 0 .20 0.34 −0. 02 −0. 02 −0.06 −0.06 −0.01 −0.05 −0.09 0. 02 0.13 1.00 0.15 0 .20 0 .25 0...

Ngày tải lên: 06/08/2014, 20:22

... America 02 Chapter Maurer 6 /20 /03 4:57 PM Page 74 Investments 85 0.7% 13.3% U.S. Stocks Foreign Stocks Emerging Market Stocks T-Bills Intermed. Bonds Inflation 2. 1% 14.7% −5.1% 29 .1% −31.8% 23 .2% 26 .5% 71.3% 69.9% Best ... impossible task. 76 Rich in America Investing and Taxes The relationship between investing and taxes is often overlooked by investors when planning...

Ngày tải lên: 06/08/2014, 20:22

... concen- trated stock, and reinvest the proceeds into the index. Over a period of perhaps three to five years, all the stock will be sold and the proceeds invested in your customized portfolio. In the ... to future years to offset gains in those years. So mixing and matching capital gains and losses are favorite pastimes of investors planning their taxes between Thanks- giv...

Ngày tải lên: 06/08/2014, 20:22

... Identification 30–Sep– 02 12. 68 11.50 145.78 1 52. 25 (6.47) (High cost lots first) 1–Jan– 02 223 . 21 11.50 2, 566.96 2, 500. 00 66.96 30–Sep–03 21 . 07 11.50 24 2.35 23 1. 82 10.54 1–Jan–03 22 8. 31 11.50 2, 625 .57 2, 500. 00 125 .57 30–Sep–01 6.98 ... 11 .20 22 3 .21 480.19 10.57 Dividend Reinvestment 30–Sep– 02 1 52. 25 12. 01 12. 68 4 92. 87 10.61 10.61 Purchase 1–Ja...

Ngày tải lên: 06/08/2014, 20:22

... are too many other demands on their income now, and 1 62 Rich in America 05 Chapter Maurer 6 /20 /03 5:14 PM Page 1 62 intelligent, informed recommendations as to which types of insurance are best for ... acts, wear and tear, and breakage of fragile articles. Thus, it is important to determine whether other types of insurance will be required. 1 52 Rich in America 04...

Ngày tải lên: 06/08/2014, 20:22

... provision, allowing those age 50 and older to save more. For instance, in 20 02, they can contribute up to $3,500 to an IRA, and the catch-up provision increases gradually to $6,000 by 20 08. After 20 08, ... consideration in selecting a plan. Other considerations are flexibility in making contri- butions, costs involved in establishing and maintaining the plan, annu...

Ngày tải lên: 06/08/2014, 20:22

... able to put it to productive use, 21 2 Rich in America 06 Chapter Maurer 6 /20 /03 5:19 PM Page 21 2 of just how affluent they were. Bill grew up with a serious work ethic, and he truly hoped to inculcate ... having to pay any fed- eral estate tax. This amount will increase incrementally until it reaches $3.5 million in 20 09. 5. The Federal estate tax will be eliminated...

Ngày tải lên: 06/08/2014, 20:22

... PM Page 23 0 types of financial advisors banks and trust companies, 22 6 22 7 brokerage firms, 22 4 22 5 registered investment advisors, 22 5 22 6 U.S. Trust Survey of Affluent Americans, 23 4 23 8 gender-related ... in the investment planning process. This process is centered on driving clients to the appropriate asset 22 2 Rich in America 07 Chapter Maurer 6 /20 /03 5 :21...

Ngày tải lên: 06/08/2014, 20:22