Tax Guide: Section 2/Opportunities to Plan

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his section introduces you to basic principles that should guide your approach to tax and financial planning. These principles provide valuable touchstones as you build a strategy for your financial future.

The chapters in Section 2 are:

Chapter 5 -- Putting a Long-Term Perspective to Work.
Chapter 6 -- Principle One: Maximize Income Deferral.
Chapter 7 -- Principle Two: Evaluate Investments on an After-Tax Basis.
Chapter 8 -- Principle Three: Consider Income Shifting to Maximize Family Wealth.

Chapter 5 provides an overview of fundamental principles. Chapter 6 examines the opportunities that exist for long-term retirement-oriented accumulations. Chapter 7 looks at the tax rules that affect investments and investment returns. Chapter 8 explores tax-saving tactics that you may want to employ to spread your tax burden among family members, thus reducing the total amount of tax paid.

Also: See our new report on the 1997 tax act, for our analysis on the latest changes in the tax laws.

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