Private wealth : (Record no. 18388)

MARC details
000 -LEADER
fixed length control field 02918cam a2200361 a 4500
001 - CONTROL NUMBER
control field 15561557
003 - CONTROL NUMBER IDENTIFIER
control field OSt
005 - DATE AND TIME OF LATEST TRANSACTION
control field 20250115123109.0
008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION
fixed length control field 081218s2009 njua b 001 0 eng
010 ## - LIBRARY OF CONGRESS CONTROL NUMBER
LC control number 2008051537
015 ## - NATIONAL BIBLIOGRAPHY NUMBER
National bibliography number GBA8B4296
Source bnb
015 ## - NATIONAL BIBLIOGRAPHY NUMBER
National bibliography number 014-76559
Source bnb
015 ## - NATIONAL BIBLIOGRAPHY NUMBER
National bibliography number GBA-8B429
Source bnb
016 7# - NATIONAL BIBLIOGRAPHIC AGENCY CONTROL NUMBER
Record control number 014765598
Source Uk
020 ## - INTERNATIONAL STANDARD BOOK NUMBER
International Standard Book Number 9780470381137 (cloth)
020 ## - INTERNATIONAL STANDARD BOOK NUMBER
International Standard Book Number 0470381132 (cloth)
035 ## - SYSTEM CONTROL NUMBER
System control number (OCoLC)ocn260206918
040 ## - CATALOGING SOURCE
Transcribing agency RLKU
Language of cataloging ENG
082 00 - DEWEY DECIMAL CLASSIFICATION NUMBER
Classification number 332.024 PRI 2009 21925
Edition number 21925
245 00 - TITLE STATEMENT
Title Private wealth :
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
504 ## - BIBLIOGRAPHY, ETC. NOTE
Bibliography, etc. note Includes bibliographical references and index.
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.
9 (RLIN) 316
650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM
Topical term or geographic name entry element Retirement income
General subdivision Planning.
9 (RLIN) 1350
650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM
Topical term or geographic name entry element Investments.
9 (RLIN) 315
700 1# - ADDED ENTRY--PERSONAL NAME
Personal name Horan, Stephen Michael.
9 (RLIN) 1351
830 #0 - SERIES ADDED ENTRY--UNIFORM TITLE
Uniform title CFA Institute investment perspectives series.
9 (RLIN) 1352
942 ## - ADDED ENTRY ELEMENTS (KOHA)
Source of classification or shelving scheme Dewey Decimal Classification
Koha item type Books
Suppress in OPAC No
Holdings
Withdrawn status Lost status Source of classification or shelving scheme Damaged status Not for loan Collection Home library Current library Shelving location Date acquired Total Checkouts Full call number Barcode Date last seen Price effective from Koha item type
    Dewey Decimal Classification     Law RLKU Library & Information Resource Center RLKU Library & Information Resource Center Law 01/15/2025   332.024 PRI 2009 21925 21925 01/15/2025 01/15/2025 Books
Chief Librarian: Shafqat Rafique Jagranvi
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