Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Does Income Ta Planning Now Trump Estate Ta Avoidance?
By John J. ScrogginFor decades, estate planning has been dominated by a desire to avoid a confiscatory federal estate tax. In 1976, the amount a decedent could ...
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...
October 12, 2004
Researchers: Reducing Stomach Capacity Pays OffAuthors of a new study say weight-control surgery really can improve or eliminate diabetes, high blood pressure and other weight-related conditions in "morbidly obese" ...
October 06, 2004
Fund in Focus: Goldman Sachs CORE Tax Managed Equity FundDonald Mulvihill, manager since April 2004 S&P Rank: 5 Stars A Smoother Ride to Higher After-Tax Returns
October 04, 2004
Microsoft's Announced One-Time Payment Draws Attention to Extraordinary Dividend RuleAs expected, the "qualified dividend" rules enacted last year have affected more than just the tax rate applicable to many dividends. The reduced tax rate on qualified dividends also has encouraged corporations to maintain or increase their dividend payments to investors. In July 2004, Microsoft announced an increase in its...
September 02, 2004
When Exchanging, Surrendering Or Selling A Variable Annuity May Be Called ForWhen Exchanging, Surrendering Or Selling A Variable Annuity May Be Called ForJudith A. HasenauerWe are not sure who first made the statement that getting old ...