Updated Tuesday, May 26, 2015 as of 7:42 AM ET
Liquidity Event? Here's How Your Client Can Save: Tax Strategies Scan
Saving on taxes during a liquidity event: Plus, how to get a double dose of tax-deferred savings, and when doing nothing is a client's best strategy.
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Retirees who consider downsizing need to know that such a move doesn't always end up with savings; Plus, three steps to a safer retirement stash. more »
A review of year-to-date trading activity of U.S. diversified equity mutual funds spots trends that advisors and clients can use to identify the biggest sector movements. more »
Nearing the top 1% of total U.S. households, the Obama family holds roughly $1.25 million in Treasury notes and bills. more »
Forty-four percent of workers receiving over $75,000 yearly fail to save for retirement because of their spending on lifestyle purchases; Plus, tips on drawing down retirement funds. more »
To save clients money, demonstrate their value and perhaps fight off robo competition, advisors can use these strategies to reduce clients' investment taxes. more »
Key to the hire was ex-Fortigent CIO Scott Welch's strong relationships with many of the country's top RIA wealth managers. more »
How to cut your clients' taxes with ETFs: Plus, using tax-sheltered accounts to save on capital gains taxes and tax-efficient strategies for making distributions from retirement accounts. more »
An increasing number of emerging markets players are paying dividends -- and seeing higher average returns than non-payers. more »
Clients who are considering taking student loans should compare the interest rates with their investment returns before making a decision; Plus, how Americans are missing out on $24 billion a year. more »
For pre-retirees who have not saved quite enough it's especially important to establish a plan to pay off credit card debt; Plus, proposals to improve workers' access to retirement plans first need a unified contribution limit. more »
The Department of Housing and Urban Development has revamped the rules on reverse mortgages to allow the servicer to foreclose the home mortgage if the account holder dies and the home is left to a non-borrowing spouse; Plus, five ways to talk to parents about their retirement income. more »
More pre-retirees intend to spend all their savings and leave nothing to their children than those who save as much as they can to pass on to the next generation; Plus, retirement saving rules that just don't add up. more »
The advantages of owning individual stocks; Plus, how donating appreciated shares in taxable accounts can produce savings for your client. more »
Advisors on the Move: Wells Fargo Nabs $650M Team
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