Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
August 01, 2013
Allstate posts higher Q2 net income, revenueRevenue increased 6 percent to $8.8 billion from $8.3 billion, aided by gains in property-liability, life and annuity premiums.
August 01, 2013
Allstate posts higher Q2 net income, revenueRevenue increased 6 percent to $8.8 billion from $8.3 billion, aided by gains in property-liability, life and annuity premiums.
July 15, 2013
Is the NUA Tax Break on 401(k) Distributions Still a Break?As HNW clients increasingly seek strategies to help minimize their tax burdens, the Net Unrealized Appreciation strategy on 401(k) distributions has become more complicated than ever.
July 15, 2013
Net unrealized appreciation tax break: Still a tax break in 2013?For some clients, a once-significant tax-savings strategy might be gone in 2013.
July 01, 2013
MLPs, Taxes & K-1s: The ‘Must Know’Master limited partnerships (MLPs) have stepped into the spotlight during the last decade, and today there are more than 115 issuers with a combined market…
June 11, 2013
Your Clients and Their Children: The Problems With Joint Bank AccountsSome of your older clients might want to make their bank accounts into joint accounts with their children. Understandable, but perhaps not wise.
May 04, 2013
Remind Clients of the Non-Market Returns You Provide: 7 ExamplesBeyond the returns on their portfolios, chances are good that youve provided plenty of non-market returns for your clients. You may want to remind them of this value you provide; here are seven examples.