Nationwide Financial

JANUARY 27, 2023

To develop tax-efficient wealth transfer strategies, we need to understand the financial situations of each beneficiary. If a beneficiary is in a high-income tax bracket, we may need to implement strategies now, such as Roth conversions or life insurance planning, to minimize income tax exposure as they inherit assets.

Planning 98

Planning Clients Retirement Assets 98

Discipline Funds

SEPTEMBER 19, 2023

We’ve been implementing the Defined Duration strategy in real-time for over a year now and the feedback has been tremendously positive (updated white paper is here ). We hope you enjoy the paper and as always, feel free to reach out with any questions or comments.

Investing 64

Investing Investments Financial Planning Assets 64

eMoney Advisor

JANUARY 31, 2023

We start the year with a session focused on budgeting and typically end the year with a webinar related to tax and charitable planning. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice. Our session on Medicare took place just ahead of open enrollment.

Education 103

Education Financial Planning Clients Planning 103

Walkner Condon Financial Advisors

AUGUST 13, 2022

Both 401(k)s and IRAs are Tax-Advantageous Accounts. The short answer is that they are tax-advantageous vehicles that can help you get to your retirement goals. These types of retirement accounts can be tax-deferred or have tax-free growth characteristics. Before highlighting a few differences, let’s chat about the why.

Retirement 52

Retirement Taxes Retirement Planning Financial Advisor 52

Discipline Funds

FEBRUARY 21, 2023

Planning Based Fully Customizable Low Fee and Tax Efficient All Weather Behaviorally Robust Traditional portfolio construction uses what’s called “mean variance optimization” or Modern Portfolio Theory. Read the All Duration Investing white paper here.

Asset Allocation 52

Asset Allocation Investing Investments Portfolio Management 52

Indigo Marketing Agency

MAY 10, 2023

This could be giving them a white paper or inviting them to your webinar. So, during tax season, he’s talking about taxes; at the end of the year, he’s talking about deferred compensation. Send something to connect with them. Then provide that value.

Clients 52

Clients Taxes Numbers Marketing 52

Discipline Funds

FEBRUARY 17, 2023

It’s diverse, low fee and tax efficient. And the beauty is, you can do this in a highly tax and fee efficient manner if you have the patience to actually let the approach play out over time. It can be low fee, tax efficient and just as passive as other traditional indexing strategies.

Portfolio 52

Portfolio Taxes Assets Marketing 52

Nationwide Financial

NOVEMBER 15, 2022

This may need to involve the parents’ financial professional, and other professionals such as legal and tax advisors. For more information on the long-term care discussion, you can read our white paper here. Not all discussions are had when Mom and Dad are frail, so perhaps they are still eligible to purchase it.

Planning 98

Planning Clients Insurance Management 98

Zoe Financial

DECEMBER 12, 2023

We have a new white paper called “Welcome to the Jungle,” written by industry consultant Mark Hurley. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

Wealth Management 40

Wealth Management Management Taxes Consulting 40

Sara Grillo

FEBRUARY 2, 2024

How to get a mortgage in Voorhees, NJ Cost of daycare in Voorhees, NJ and how to afford it Cost of private school in Voorhees, NJ and how to afford it Paying tax on an inheritance you get while living in NJ Retiring in Voorhees, NJ – is it a good idea? Best retirement homes in Voorhees, NJ You get the idea, right?

Clients 52

Clients Financial Advisor Media Consulting 52

Tucker Advisors

SEPTEMBER 8, 2021

The 401(k) often offers a traditional pre-taxed account and a post-taxed Roth account, with both sourced in a blend of stock and bond options the employee must choose and maintain with the appropriate risk tolerance until retirement. Within these categories, we look at four main things: income, growth, liquidity and tax efficiency.

Retirement Pension 52

Retirement Pension Retirement Planning Financial Advisor 52

ClearMoney

DECEMBER 14, 2021

3Robert Novy-Marx, “Understanding Defensive Equity” (working paper No. 7Dave Plecha and Jacobo Rodriguez, “A Market-Driven Approach to Fixed Income” (white paper, Dimensional Fund Advisors, June 2016). 8Doug Longo, “The Dimensional Approach to Monitoring Credit Risk” (white paper, Dimensional Fund Advisors, March 2020).

Investing 52

Investing Investments Commission Distribution 52

FMG

JULY 13, 2023

On the financial advisor landing page of Simon Quick Advisors , they have included white papers to drive more leads, and the benefits of the guide are stated above. Spell it out for them in a way that is easy to digest so that they can see what they will be receiving by giving out their name, email address, etc.

Financial Advisor 52

Financial Advisor Retirement CFP Financial Consultant 52

Midstream Marketing

SEPTEMBER 24, 2019

This is true, but keep in mind that there are also MANY sales funnels out there – and many other forms of deliverables like white papers and books, too. This calculator is perfect for illustrating just how much money it takes to live in a place like San Francisco once things like rent, food and even taxes are accounted for.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

Indigo Marketing Agency

MAY 5, 2020

Also analyzing and seeing if plans have after tax 401k accounts. And as we all know, some stocks are doing better than others, but if there is a net unrealized appreciation in the employer stock sitting in the plan, different tax could be then supplied. So we understand the in-service on hardship, distribution market extremely well.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

ClearMoney

NOVEMBER 4, 2021

Gerard O’Reilly and Savina Rizova, “ Expected Profitability: A New Dimension of Expected Returns ” (white paper, Dimensional Fund Advisors, June 2013). See, for example, the Fama/French US Momentum Factor’s return of –83.16% in 2009. Please read the prospectus before investing.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

Indigo Marketing Agency

OCTOBER 25, 2019

They really focus around stock options, and have articles such as “How to Buy a Home With Stock Options,” “Three Things to Be Aware of Once Your Company Goes Public,” and “How Incentive Stock Options and the Alternative Minimum Tax Work.”. Thank you, Landon, for being part of our podcast.

Financial Advisor 59

Financial Advisor Clients Marketing Marketing 59

Brown Advisory

JUNE 21, 2017

A white paper entitled " Active Alpha ," published by Brown Advisory in 2014, highlights several factors, including: Independent thinking: Studies have shown that managers whose portfolios differ significantly from their benchmarks are more likely to outperform.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

A white paper entitled " Active Alpha ," published by Brown Advisory in 2014, highlights several factors, including: Independent thinking: Studies have shown that managers whose portfolios differ significantly from their benchmarks are more likely to outperform. Manager Characteristics.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

NOVEMBER 8, 2021

tax-exempt sustainable fixed income strategies). As noted in a recent white paper by our global sustainable fixed income team, “ Sustainable Sovereigns ,” social and environmental intersection can affect the evaluation of sovereign debt as well. core and U.S. Let’s look at an example within the U.S.

Portfolio 52

Portfolio Assets Investments Investing 52

The Big Picture

SEPTEMBER 19, 2023

In fact, state revenues were often at all time highs from taxes when this happened. I, is the allocator issue with commodities a function of, hey, we just don’t have the white papers to show this is a good long-term investment or is it something else? There was a good equity rebound. And a lot of that is contract related.

Assets 146

Assets Management Portfolio Investments 146

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. This material is intended for educational purposes only.

Financial Planning 98

Financial Planning Planning CFP Certified Financial Planner 98

Sara Grillo

NOVEMBER 14, 2022

The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds.

Insurance 59

Insurance Retirement License Financial Advisor 59

The Big Picture

MARCH 12, 2024

That includes all of its changes in its property taxes, it’s, it’s depreciable life for the improvements of the assets. You, 00:30:51 [Speaker Changed] You know, the fascinating thing is I have a vivid recollection of a paper, a white paper coming out by professors Reinhart and Rogo. I never remember it.

Banking 146

Banking Marketing Marketing Investments 146

Abnormal Returns

FEBRUARY 28, 2023

(papers.ssrn.com) ETFs Why direct indexing trumps ETFs when it comes to tax loss harvesting. quantpedia.com) The past month's best white papers including 'Private Equity's Other Illiquidity Premium.' papers.ssrn.com) On the performance of religious-themed ETFs. insights.finominal.com) Quant stuff How managed futures work.

Media 130

Media Taxes Management 130

Investing Caffeine

FEBRUARY 5, 2025

deregulation and lower proposed taxes) allowed the financial markets to finish the month with respectable gains. The Tax Foundation, an 85-year-old, non-partisan, tax policy non-profit attempted to quantify some of the potential impacts from the proposed tariffs. and increase taxes by $1.2 and increase taxes by $1.2

Taxes 52

Taxes Economics CFP Economy 52

The Big Picture

JANUARY 23, 2024

It helps crops grow more farmers crave biochar, but it also sequesters carbon for at least a thousand years according to a new white paper. We actually have a company and a software company called Crux, which is the marketplace for tax credits generated by the IRA. Huh, 00:27:49 [Speaker Changed] Really interesting.

Government 130

Government Startup Manufacturing Investments 130

The Big Picture

NOVEMBER 25, 2024

Alternatives and alternative strategies tend to be less tax efficient, more opaque. If you were to take that $800,000 in cash cash and invest it in say, mortgage backed securities, you’d probably offset your cost of financing and your return there would be equal to your return of just buying the house, ignoring taxes.

Portfolio 146

Portfolio Management Assets Marketing 146