Remove 2010 Remove Communication Remove Math Remove Taxes
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The Long Game: Roth Conversions & Legacy Planning

Brown Advisory

Indeed, a Roth conversion has the potential to generate greater wealth than a traditional IRA during an individual’s or couple’s lifetime, and it can play a meaningful role in providing tax advantages to heirs throughout their lifetime as well. RMDs from a traditional IRA are taxed as ordinary income.

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The Long Game: Roth Conversions & Legacy Planning

Brown Advisory

Indeed, a Roth conversion has the potential to generate greater wealth than a traditional IRA during an individual’s or couple’s lifetime, and it can play a meaningful role in providing tax advantages to heirs throughout their lifetime as well. RMDs from a traditional IRA are taxed as ordinary income. Background.

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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. There was a good equity rebound.

Assets 143
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Transcript: Anat Admati

The Big Picture

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing. ADMATI: Yes.

Banking 198
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Transcript: Kristen Bitterly Michell

The Big Picture

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. there’s a big focus on how do we optimize for tax efficiency, too. It’s different wealth regimes, it’s different tax regimes. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah.

Clients 290
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Transcript: Ted Seides

The Big Picture

SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? So for a taxable investor, hedge funds generally aren’t tax efficient. SEIDES: And I’ll tell you a story that’s fun about the communication of it too. It’s part of their own tax planning.

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Transcript: Liz Hoffman

The Big Picture

HOFFMAN: I moved to New York in 2010, working for a legal trade pub, a competitor of “Bloomberg Law”, “Law 360”, where I was hired, you know, your career is just a series of lucky breaks. Burger King Tim Hortons, I remember very clearly because it was in the middle of those waves of kind of tax dodgy, those inversion deals.

Retail 130