Phân tích kế hoạch tiết kiệm suốt đời. Tài khoản cho lạm phát trong việc xây dựng tiết kiệm và kế hoạch đầu tư. Tài khoản thuế xây dựng tiết kiệm và kế hoạch đầu tư. Hiểu nơi trú ẩn thuế. Thiết kế kế hoạch tiết kiệm riêng của web này có chứa thông tin về trả lại tài sản đầu tư và nghiên cứu về quản lý danh mục đầu tư. | Bodie-Kane-Marcus Essentials of Investments Fifth Edition VI. Active Investment Management 18. Taxes Inflation and Investment Strategy The McGraw-Hill Companies 2003 TAXES INFLATION AND INVESTMENT strategy AFTER STUDYING THIS CHAPTER YOU SHOULD BE ABLE TO Analyze lifetime savings plans. Account for inflation in formulating savings and investment plans. Account for taxes in formulating savings and investment plans. Understand tax shelters. Design your own savings plan. 624 I Bodie-Kane-Marcus Essentials of Investments Fifth Edition I 18. Taxes Inflation and Investment Strategy I The McGraw-Hill Companies 2003 VI. Active Investment Management Related Websites http This site contains information on asset class returns and studies on portfolio management. http retincome RIC The above site has a simulation retirement planner that can be used to assess the ability to meet goals under different allocation strategies. http VGApp hnw PlanningAndAdvice Here you will find general educational information on financial planning. http Visit the above site to find information on Social Security. http http http The sites listed above contain information on personal financial planning. In previous chapters we concentrated mostly on the role of professional management of investments. In this chapter we are concerned with individual investors management of their overall lifetime savings plans. Our major objective is to introduce you to the principles of managing personal savings in a complex environment in which taxes and inflation interact rather than to provide a detailed analysis of the ever-changing tax code. Retirement purchase of a home and financing the education of children are the major objectives of saving in most households. Inflation and taxes make the task of gearing investment to accomplish these objectives complex. The long-term nature of savings
