Private wealth (E-BOOK) (Record no. 193243)

000 -LEADER
fixed length control field 02499 a2200265 4500
003 - CONTROL NUMBER IDENTIFIER
control field Nust
005 - DATE AND TIME OF LATEST TRANSACTION
control field 20170207154054.0
010 ## - LIBRARY OF CONGRESS CONTROL NUMBER
LC control number 2008051537
020 ## - INTERNATIONAL STANDARD BOOK NUMBER
International Standard Book Number 0470381132 (cloth)
020 ## - INTERNATIONAL STANDARD BOOK NUMBER
International Standard Book Number 9780470381137 (cloth)
035 ## - SYSTEM CONTROL NUMBER
System control number (OCoLC)ocn260206918
040 ## - CATALOGING SOURCE
Transcribing agency Nust
082 00 - DEWEY DECIMAL CLASSIFICATION NUMBER
Classification number 332.024
245 00 - TITLE STATEMENT
Title Private wealth (E-BOOK)
Remainder of title wealth management in practice /
Statement of responsibility, etc. [edited by] Stephen M. Horan.
260 ## - PUBLICATION, DISTRIBUTION, ETC.
Place of publication, distribution, etc. Hoboken, N.J. :
Name of publisher, distributor, etc. Wiley,
Date of publication, distribution, etc. c2009.
300 ## - PHYSICAL DESCRIPTION
Extent ix, 564 p. :
Other physical details ill. ;
Dimensions 26 cm.
490 1# - SERIES STATEMENT
Series statement CFA Institute investment perspectives series
505 0# - FORMATTED CONTENTS NOTE
Formatted contents note The future of retirement planning / Robert C. Merton -- Is personal finance a science? / Paul A. Samuelson -- Lifetime financial advice: human capital, asset allocation, and insurance / Roger G. Ibbotson ... [et al.] -- The theory of optimal life-cycle saving and investing / Zvi Bodie, Jonathan Treussard, and Paul Willen -- Is conventional financial planning good for your financial health? / Laurence J. Kotlikoff -- The life care annuity / Mark J. Warshawsky -- The longevity annuity: an annuity for everyone? / Jason S. Scott -- A sustainable spending rate without simulation / Moshe A. Milevsky and Chris Robinson -- Asset allocation without unobservable parameters / Michael Stutzer -- Investment management for taxable private investors / Jarrod Wilcox, CFA: Jeffrey E. Horvitz and Dan diBartolomeo -- Core/satellite strategies for the high-net-worth investor / Clifford H. Quisenberry -- The higher equity risk Premium created by taxation / Martin L. Leibowitz -- Tax deferral and tax-loss harvesting / Jeffrey E. Horvitz -- Tax management, loss harvesting, and HIFO accounting / Andrew L. Berkin and Jia Ye -- Investing with a tax-efficient eye / Robert N. Gordon -- Diversifying concentrated holdings / Scott D. Welch -- Hedging low-cost-basis stock / Robert N. Gordon -- Tax-advantaged savings accounts and tax-efficient wealth accumulation / Stephen M. Horan -- After-tax asset allocation / William Reichenstein -- Withdrawal location with progressive tax rates / Stephen M. Horan -- After-tax performance evaluation / James M. Poterba -- Taxable benchmarks: the complexity increases / Lee N. Price -- Explaining after-tax mutual fund performance / James D. Peterson ... [et al.].
650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM
Topical term or geographic name entry element Finance, Personal.
650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM
Topical term or geographic name entry element Investments.
650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM
Topical term or geographic name entry element Retirement income
General subdivision Planning.
651 ## - SUBJECT ADDED ENTRY--GEOGRAPHIC NAME
Geographic name Private wealth (E-BOOK)
700 1# - ADDED ENTRY--PERSONAL NAME
Personal name Horan, Stephen Michael.
830 #0 - SERIES ADDED ENTRY--UNIFORM TITLE
Uniform title CFA Institute investment perspectives series.
942 ## - ADDED ENTRY ELEMENTS (KOHA)
Source of classification or shelving scheme
Koha item type Book
Holdings
Withdrawn status Lost status Source of classification or shelving scheme Damaged status Not for loan Collection code Permanent Location Current Location Date acquired Total Checkouts Full call number Barcode Date last seen Price effective from Koha item type
            Military College of Signals (MCS) Military College of Signals (MCS) 12/12/2016   332.024 HOR MCSEB-2504 12/08/2016 12/12/2016 Book
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