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  1. 1

    Taxes and Tax Benefits Meridian Education Corporation.

    Published 2011
    Streaming video (Wentworth users only)
    Electronic Video
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    The value of debt in retirement : why everything you have been told is wrong / Thomas J. Anderson. by Anderson, Thomas J. (Certified investment management analyst)

    Published 2015
    Table of Contents: “…Some Brief Preliminaries: Income versus Incoming MoneyThe Websters: A Tale That Taxes the Imagination; Your De Facto Tax Advisor; An Inconvenient Truth; How to Pay Almost No Taxes in Retirement: A Few More Examples; Everyday Example #5: "Auto" You Not Be Sure You Are Getting the Best Loan?…”
    Full text (Wentworth users only)
    Electronic eBook
  6. 6

    Managing Concentrated Stock Wealth : an Advisor's Guide to Building Customized Solutions. by Kochis, Tim

    Published 2015
    Table of Contents: “…Chapter Note -- Appendix -- PART II: GIFTS -- CHAPTER 7 Gifts to Family -- Transfer Taxes -- Income Tax Leverage -- Special Rules on Employer Stock -- Transfer Structures -- Gifts Under the Uniform Transfers to Minors Act -- Minorâ#x80;#x99;s Trust -- Intentionally Defective Grantor Trusts -- Family Limited Partnerships -- Gaining Psychic Distance -- CHAPTER 8 Nonqualified Stock Options: Gifts to Family -- Investment Leverage -- Tax Leverage -- Timing and Valuation -- CHAPTER 9 Gifts to Charity -- Tax Savings -- The Cost of Charitable Gifts -- Special Income Tax Considerations -- Loss Positions -- Short-Term Gains -- Seasoned Incentive Stock Option Stock -- Low-Basis Shares -- IRA Assets -- Tangible Personal Property -- Structures for Charitable Gifts -- Direct Gifts -- Donor-Advised Funds -- Private Foundations and Supporting Organizations -- A Word of Caution -- Appendix: Key Characteristics of Charitable Vehicles -- CHAPTER 10 Charitable Trusts -- The Charitable Remainder Trust -- Tax Requirements and Opportunities -- Tax Deferral -- Coordinating a CRT with the Clientâ#x80;#x99;s Financial Plan -- The Charitable Lead Trust -- CHAPTER 11 Nonqualified Stock Options: Gifts to Charity -- The Charitable Gift -- Mismatches of Valuation and Timing -- Why Bother? …”
    Full text (Wentworth users only)
    Electronic eBook
  7. 7

    Digital wealth : an automatic way to invest successfully / Simon Moore. by Moore, Simon, 1978-

    Published 2016
    Table of Contents: “…Longer-Term Mean ReversionAssessing Tilts in a Portfolio Context; Notes; Chapter 15 Establishing a Tax-Efficient Portfolio; Tax Shelters; Tax Efficiency for Retirement; Tax Efficiency for College; Tax Efficiency for Giving; Tax-Efficient Asset Placement; Tax Loss Harvesting; Offsetting Gains with Losses; The Principal of Tax Deferral; How Tax Loss Harvesting Works; Challenges of Implementing Tax Loss Harvesting; Conclusion; Chapter 16 The Value of Rebalancing and Glidepaths; Rebalancing Keeps a Portfolio on Course; Tiered Rebalancing; Glidepaths; Notes; Chapter 17 How to Manage a Market Crash.…”
    Full text (Wentworth users only)
    Electronic eBook
  8. 8

    Digital wealth : an automatic way to invest successfully / Simon Moore. by Moore, Simon, 1978-

    Published 2016
    Table of Contents: “…Longer-Term Mean ReversionAssessing Tilts in a Portfolio Context; Notes; Chapter 15 Establishing a Tax-Efficient Portfolio; Tax Shelters; Tax Efficiency for Retirement; Tax Efficiency for College; Tax Efficiency for Giving; Tax-Efficient Asset Placement; Tax Loss Harvesting; Offsetting Gains with Losses; The Principal of Tax Deferral; How Tax Loss Harvesting Works; Challenges of Implementing Tax Loss Harvesting; Conclusion; Chapter 16 The Value of Rebalancing and Glidepaths; Rebalancing Keeps a Portfolio on Course; Tiered Rebalancing; Glidepaths; Notes; Chapter 17 How to Manage a Market Crash.…”
    Full text (Wentworth users only)
    Electronic eBook
  9. 9
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    Your Money and Your Life : a Lifetime Approach to Money Management. by Aliber, Robert Z.

    Published 2010
    Table of Contents: “…Colleges Are the Best Bargains; 7. Minimizing the Bites of the Tax Collectors; 8. …”
    Full text (Wentworth users only)
    Electronic eBook
  11. 11

    Personal Finance QuickStart Guide The Simplified Beginner's Guide to Eliminating Financial Stress, Building Wealth, and Achieving Financial Freedom. by Rochard, Morgen

    Published 2020
    Table of Contents: “…Permanent Life Insurance -- Annuities -- Disability Insurance -- Property and Casualty, Health, and Umbrella -- Long-Term Care Insurance -- Life Insurance Strategies -- | 11 | Taxes -- Tax Facts -- Retirement as a Source of Tax Savings -- Mortgage Interest Deduction -- Health Savings Accounts (HSAs) -- Capital Gains vs. …”
    Full text (Wentworth users only)
    Electronic eBook
  12. 12

    The conceptual foundations of investing : a short book of need-to-know essentials / Bradford Cornell, Shaun Cornell, Andrew Cornell. by Cornell, Bradford, Cornell, Shaun, 1979-, Cornell, Andrew, 1981-

    Published 2018
    Table of Contents: “…Managed Investment Funds and FeesTaxes; Income Versus Capital Gains; Realized Versus Unrealized Gains and Losses; Conceptual Foundation 6; 7 Can History Be Trusted?…”
    Full text (Wentworth users only)
    Electronic eBook
  13. 13

    The conceptual foundations of investing : a short book of need-to-know essentials / Bradford Cornell, Shaun Cornell, Andrew Cornell. by Cornell, Bradford, Cornell, Shaun, 1979-, Cornell, Andrew, 1981-

    Published 2018
    Table of Contents: “…Managed Investment Funds and FeesTaxes; Income Versus Capital Gains; Realized Versus Unrealized Gains and Losses; Conceptual Foundation 6; 7 Can History Be Trusted?…”
    Full text (Wentworth users only)
    Electronic eBook
  14. 14

    Quick cash : a guide to raising money during life's planned and unplanned changes / Richard E. Schell. by Schell, Richard E.

    Published 2004
    Table of Contents: “…Odd Jobs and Jobs that are Odd -- Using Your Creativity and Talent -- Become a Landlord -- Chapter 7: Find It -- Judgments -- Unclaimed Property -- Buried Treasure -- Part Four: Making the Right Decision -- Chapter 8: Quick Cash Cautions -- Payday Loans -- Scams -- Car Title Loans -- Loan Sharks -- Bargain Sales of Real Estate and Collectibles -- Tax Refund Loans -- Glossary -- Appendix A: Quick Exercises -- Appendix B: Resources -- Appendix C: 50 Fast Ways to Raise Cash -- Appendix D: What Not to Do -- Appendix E: Collectible Checklist -- Index -- About the Author -- Ad Pages -- Back Cover.…”
    Full text (Wentworth users only)
    Electronic eBook
  15. 15

    Managing Your Money Meridian Education Corporation.

    Published 2010
    Streaming video (Wentworth users only)
    Electronic Video
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    The essential retirement guide : a contrarian's perspective / Fred Vettese. by Vettese, Frederick, 1953-

    Published 2015
    Table of Contents: “…; The verdict; The consequences of not insuring LTC -- Putting It All Together: New wealth targets; Buffers -- Picking a Savings Rate: Historical performance; Lessons learned; What the future holds; Generalizing the results -- Optimizing Your Savings Strategy: The goal; Strategy 1--Simple; Strategy 2--Simple Lifecycle approach; Strategy 3--Modified Lifecycle; Strategy 4--Variable contribution; Strategy 5--The SMART approach; The Third Lever; Methodology -- A Gentler Approach to Saving: Path 1--Pain now, gain later on; Path 2--Smooth and steady improvement; A comparison in dollar terms -- Rational Roulette: Call to action; Watch out for your children.…”
    Full text (Wentworth users only)
    Electronic eBook
  20. 20

    The essential retirement guide : a contrarian's perspective / Fred Vettese. by Vettese, Frederick, 1953-

    Published 2015
    Table of Contents: “…; The verdict; The consequences of not insuring LTC -- Putting It All Together: New wealth targets; Buffers -- Picking a Savings Rate: Historical performance; Lessons learned; What the future holds; Generalizing the results -- Optimizing Your Savings Strategy: The goal; Strategy 1--Simple; Strategy 2--Simple Lifecycle approach; Strategy 3--Modified Lifecycle; Strategy 4--Variable contribution; Strategy 5--The SMART approach; The Third Lever; Methodology -- A Gentler Approach to Saving: Path 1--Pain now, gain later on; Path 2--Smooth and steady improvement; A comparison in dollar terms -- Rational Roulette: Call to action; Watch out for your children.…”
    Full text (Wentworth users only)
    Electronic eBook