Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
December 18, 2013
Year-End Tax Planning Time: Benefiting From LossesAfter the bull market of 2013, many clients will be flush with capital gains. Theres still time to lower their tax bill through loss harvesting.
December 11, 2013
IRS Gives High-Income Taxpayers a Break on Tax Loss TreatmentAgency shifts gears on treating losses derived from investment income-producing property.
November 01, 2013
12 facts about Alzheimer's you need to knowThe numbers associated with Alzheimer's disease are mind-numbing and important.
October 10, 2013
Costa Concordia Salvage Highlights Higher Risks to Maritime InsurersAs ships grow larger, so do potential losses for both insurers and reinsurerssomething investors might want to keep in mind.
August 28, 2013
Scientists find clue to age-related memory lossResearchers discovered that a certain gene in a part of the brain's memory center produces less of a key protein in older people.
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.