Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Marsh May Cut Jobs, Will Cut Dividend
By Allison BellThe cost of handling compensation investigations and other regulatory matters hit earnings hard during the fourth quarter of 2004 at a big New York ...
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 ...
July 01, 2004
Harvesting Those LossesAt the beginning of 2003, many observers argued that the vaunted tax efficiency of exchange traded funds was likely to be unimportant for the foreseeable...
June 28, 2004
House Responds to Senate-Passed Jobs PackageRecently, Chairman Thomas introduced the American Jobs Creation Bill in the House of Representatives for passage. Similar to the recently passed Senate Jumpstart Our Business...
May 06, 2004
UnumProvident Clears Out Old Individual DI PoliciesNU Online News Service, May 6, 2004, 5:47 p.m. EDT -- UnumProvident Corp., Chattanooga, Tenn., is trying to clean house.[@@]The disability insurance and worksite ...
March 18, 2004
CIGNA Offers Wellness DiscountsNU Online News Service, March 18, 2004, 1:54 p.m. EST -- CIGNA HealthCare, Bloomfield, Conn., wants to cut the cost of wellness.[@@]The company's free ...