Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Is the NUA Tax Break on 401(k) Distributions Still a Break?
By Robert BloinkAs 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.
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.
April 29, 2013
Premium Care: Why Specialty Insurance Carriers Make SenseWhen the financial crisis hit, consumers trying to cut expenses turned to cheaper homeowners policies from standard carriers. However, when Hurricane Sandy arrived, some who lost homes and possessions found that economizing might have been penny wise but pound foolish.
April 23, 2013
Rogue trader turned reformerHis rogue trading brought down a bank, but now Nick Leeson is trying to help those in bankruptcy after the economic crisis.
April 01, 2013
7 All-Star Tax Experts: 7 Crisis-Tested StrategiesStrategies that were in place long in advance of the election, the fiscal cliff and the sequester are ticking along despite market booms and busts and worries over what might happen tomorrow.
March 28, 2013
The first quarter’s biggest winnersWhich stocks have performed best so far this year?
March 27, 2013
Precious Metals and Taxes: What to Expect With TransactionsThe experts at Tax Facts Online on how sales of precious metals are taxed.