Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Tax-Loss Harvesting Grows
By James J. GreenClient requests prompt more managers to harvest losses, MMI survey finds
May 13, 2005
Actuary To Ride Across America For CharityPaul Fallisi is biking from San Diego to New Hampshire with his brother, William, in an effort to raise $30,000 for charity.[@@]Fallisi, the chief ...
April 20, 2005
Does Income Ta Planning Now Trump Estate Ta Avoidance?For decades, estate planning has been dominated by a desire to avoid a confiscatory federal estate tax. In 1976, the amount a decedent could ...
April 06, 2005
Elderly With VAs Face Many DecisionsElderly With VAs Face Many DecisionsRegulatorsincluding the National Association of Securities Dealers, the Securities and Exchange Commission, and several state insurance departmentshave been raising questions ...
April 01, 2005
All Hail the Overlay ManagerUnified Managed Accounts (UMAs) give advisors the flexibility to choose their own asset allocation and preferred products while delivering enhanced levels of customization. But the...
March 01, 2005
Marsh May Cut Jobs, Will Cut DividendThe cost of handling compensation investigations and other regulatory matters hit earnings hard during the fourth quarter of 2004 at a big New York ...
March 01, 2005
Divorce and Taxes: IRAs and OptionsThe courts and the IRS have been very active recently in the divorce arena. Developments in the areas of nonalimony designations, dependency waivers, interest, retirement...