The Motley Fool

JANUARY 13, 2024

Take what they're giving you IRAs and 401(k)s are tax-advantaged retirement accounts. In the case of traditional accounts, the money goes in pre-tax and you pay income tax on it when you make withdrawals. For Roth accounts, the money goes in after taxes and your withdrawals are tax-free. Image source: Getty Images.

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The Motley Fool

MAY 1, 2024

Robert Brokamp: The key there, remember with the IRA and it stands for individual retirement account, is that you get tax benefits by putting it into an IRA. But the trade-off is that if you take the money out before age 59 1/2, you may pay taxes and penalties. They're my biggest tax deduction every year. Matt Frankel: Yes.

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Mutual Funds Investing Accounting Education 130

Ballast Advisors

NOVEMBER 29, 2022

How you treat those losses come tax time can mean a lot in the long run of your financial plan. Good portfolio management focuses on after tax rate of returns,” says Ballast Advisors Managing partner Paul Parnell. Tax harvesting is a method of investing that involves buying and selling assets in order to reduce capital gains taxes.

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Fortune Financial

MARCH 30, 2023

Your Complete Guide to 529 Plans and Tax Savings Planning for your child’s education is an integral part of financial well-being. A 529 plan provides tax-free investment growth and funds for qualified education expenses. Most states offer a state income tax benefit for residents who contribute to a 529 plan.

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Taxes Education Mutual Funds Accounting 52

Private Equity Wire

FEBRUARY 14, 2024

PARTNER CONTENT By Muhammad Akram, CPA Founder, Akram | Assurance, Advisory & Tax Firm Why fair value is so important Fair value impacts net assets/partners’ capital, potentially overstating performance and overcharging management and performance fees. Before founding his own firm, Muhammad worked with Big 4 and national CPA firms.

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Venture Capital Investing Best Practices Mutual Funds 98

Walkner Condon Financial Advisors

APRIL 6, 2022

For example, if they were sold at a value of $110,000, they would owe tax on $10,000 of capital gains (and in this case, short-term capital gains ). Individual stocks, bonds, mutual funds, and exchange-traded funds ( ETFs ) held in taxable accounts. Tax-deferred annuities. Examples of Assets That Step-Up in Basis.

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Assets Exchange-Traded Funds Mutual Funds Taxes 59

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

And while ABLE accounts can be a bit more complex for Wisconsin residents, they offer significant tax benefits for individuals with disabilities and their families. The money in the account grows tax-deferred and income from the account is tax-free when used for qualified expenses. Aggressive Growth Fund. Growth Fund.

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Accounting Due Diligence Mutual Funds Taxes 98

The Big Picture

FEBRUARY 27, 2023

This demographic cohort is simply not a seller due to retirement – the tax expenses would be too great. households once owned 95% of all stocks individually in brokerage accounts; today, ownership is is via ETFs, mutual funds, pensions, hedge funds, foreign investors, etc.

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Mutual Funds Hedge Funds Taxes Consulting 129

Fortune Financial

JUNE 2, 2023

Unlocking the Power of Net Unrealized Appreciation (NUA) Many workers receive company stock as part of their compensation package or can take advantage of a company 401(k) plan, choosing from a menu of mutual funds, exchange-traded funds and company stock for their investments. Let’s take a look at four key tax benefits of NUA.

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Taxes Liabilities Consulting Consultants 52

Walkner Condon Financial Advisors

MARCH 15, 2023

With the advent of fractional shares available at some custodians , improved software for tax efficient implementation, and competition driving prices lower, the perfect storm for direct indexing appears to be now. Better After-Tax Result? Potential tax savings on an after tax basis. What is Direct Indexing?

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Mutual Funds Taxes Assets Accounting 52

The Motley Fool

JANUARY 25, 2024

Streamlining decision making, he proudly ignores consultant reports, he's getting it back to an operating profit. Up next, Robert Brokamp and Alison Southwick are going to tackle some of those questions that you sent in about saving for kids, taxes and trading, and a little known savings account. I'm warming up to the guy.

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Investors Taxes Banks Education 130

Fortune Financial

AUGUST 31, 2022

Green mutual funds and exchange-traded funds (EFTs) also provide a sustainable strategy for potential investments. Additionally, government bonds to fund green-energy projects can be an option for fixed-income investors. These bonds may also come with tax incentives, making them more attractive than traditional bonds.

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Investing Exchange-Traded Funds Mutual Funds Taxes 52

Fortune Financial

FEBRUARY 28, 2023

When we look at projected healthcare costs for an average retired couple in 2022, the amount needed to cover healthcare expenses approaches approximately $315,000 after tax. In other words, it could cost over a quarter of a million dollars of our retirement funds to cover out-of-pocket healthcare expenses.

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Taxes Accounting Exchange-Traded Funds Mutual Funds 52

The Motley Fool

OCTOBER 11, 2024

increased 5%, reflecting a higher tax rate compared to a year ago. Our as-adjusted tax rate for the third quarter was 26%. The prior-year quarter included $215 million of discrete tax benefits, while the third quarter of 2024 was impacted by $22 million of discrete expense. active fixed income mutual funds.

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Assets Leveraging Mergers and Acquisitions Capital 130

The Big Picture

OCTOBER 24, 2022

So I leave the Bureau of Labor Statistics and I move into economic consulting. And this is distinct from management consulting, which I think a lot of people are pretty familiar with. With econ consulting, at least at the firm, I was that — it was a lot of expert witness testimony. NORTON: Right. NORTON: They can be.

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Mutual Funds Assets Taxes Portfolios 52

The Motley Fool

MAY 7, 2024

Financial advisor, financial planner, financial consultant, wealth advisor, wealth coach. One that is gaining more popularity is the Chartered Financial Consultant. What are our options here? Robert Brokamp: It's very confusing because you'll hear a lot of terms, and they're almost meaningless.

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Accounting Finance Financing Shareholders 245

The Big Picture

FEBRUARY 6, 2024

He also helped run some of their mutual funds and helped put together their first ETF, and he has really quite an astonishing track record. The Quality fund mutual fund that GMO runs that symbol G-Q-E-T-X, it’s just crushed it over the past decade. a year, way over both. Really fascinating guy. No minimum.

Mutual Funds 52

Mutual Funds Finance Financing Assets 52

The Motley Fool

OCTOBER 18, 2024

Nearly 90% of PALs are now digitally originated, and more than 40% of retail applications are now initiated by a financial consultant, compared to less than 5% just a few years ago. We know that relationships matter, and we're investing to give more of our clients access to a dedicated financial consultant.

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Banks Assets Capital Leveraging 130

The Big Picture

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. And so I’m gonna own this in a 401k, it’ll be a mutual funds in a taxable account.

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Asset Management Assets Mutual Funds Bidding 68

The Big Picture

JUNE 11, 2024

He began as an attorney working on things like taxes and, and trusts in estates and consulting for various RIA firms when he became an RIA and eventually bought creative planning when it had, you know, a handful of, of clients and, you know, 30, $35 million. Barry Ritholtz : This week on the podcast, I have an extra special guest.

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Mergers and Acquisitions Taxes Consultants Consulting 63

Sara Grillo

MAY 8, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Policy lapse results in phantom income tax on the entire amount of the capital gain in the policy, plus there is the disappointment of having an asset you counted on (maybe to retire) go to zero.

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Mutual Funds Collateral Taxes Leveraging 59

The Motley Fool

OCTOBER 15, 2024

That means that the tenant has to pay taxes, building maintenance, and insurance expenses. In the estate planning episode on October 1, you mentioned that a person would not need to worry about taxes on an inheritance unless it was more than 10 million. An inheritance tax is paid by the people who inherit the money.

Taxes 130

Taxes Mutual Funds Accounting Finance 130

Diamond Consultants

SEPTEMBER 20, 2022

Does the current book map over in terms of investments (SMA, UMA, mutual funds, alternatives, ETFs, etc.)? If not, will there be tax implications for your clients associated with making a move? As one manager put it, “I’m not going to lose the deal because of something as trivial as one day per week in the office.”.

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Due Diligence Mutual Funds Fee Structure Leveraging 52

Sara Grillo

NOVEMBER 14, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Macchia argues that mutual funds and REITs are not fiduciaries; product manufacturers are typically not. For those of you who are new to my blog, my name is Sara.

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Securities and Exchange Commission (SEC) Consultants Consulting Education 59

Fortune Financial

AUGUST 7, 2023

One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

The Motley Fool

FEBRUARY 8, 2024

It's important to note that our expected adjusted tax rate is nearly two percentage points higher in 2024 than in 2023. There is mutual funds. And then on '24 tax rate, what drives the step-up? Your second part of your question about the tax rate. to $14, which represents double-digit growth at the midpoint.

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Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Taxes 100

The Big Picture

DECEMBER 6, 2022

I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? You have the liquidity, the tax efficiency, the transparency. What percentage of the assets are in ETFs relative to mutual funds? So I saw the opportunity, and that’s when Global X came along. RITHOLTZ: Wow.

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Mutual Funds Assets Funds Companies 63

Sara Grillo

APRIL 11, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. So please subscribe!

Portfolios 52

Portfolios Investors Consultants Consulting 52

The Big Picture

OCTOBER 19, 2022

There is that same payment for distribution service, the mutual funds. They’ll do tax planning, right? RITHOLTZ: That leaves a mark when it comes time to — you add in tax loss harvesting, and just helping with having a financial plan. So we’re really a mutual-mutual fund company.

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Mutual Funds Taxes Education Startups 113

The Big Picture

OCTOBER 15, 2024

00:13:04 [Speaker Changed] So the most of what APAR focuses on our private, our public markets, stocks, bonds, mutual funds, ETFs. And you know, originally my friends and I, we were wondering why California was taxing us so much and where they were spending the money. How long did that take? billion to Cox.

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Venture Capital Private Companies Hedge Funds Capital 58

The Motley Fool

OCTOBER 24, 2023

In addition, we are engaging on consulting services and co-marketing projects that include leveraging our NFL sponsorship. sellers to access funds from sales by the next business day and receive cashback on everyday business expenses like shipping and marketing. Our GAAP tax rate was 16.9% Also in the U.S., GAAP EPS was $2.27.

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Taxes Banks Consultants Consulting 130

The Big Picture

JULY 29, 2024

And then because that internship was in marketing, I had some opportunities to do consulting work and then eventually found my way to American Express working in their marketing department. So built in a retirement offering an insurance offering, expanded their mutual fund offering, expanded their ETF offering. It was great.

Taxes 58

Taxes Mutual Funds Portfolios Finance 58

The Big Picture

OCTOBER 21, 2024

You know, mutual funds were very siloed and, and now they’re, they’re a bit wider mandates. He had been a tax lawyer. I, I’m not a big reader because I read so much in terms of research and consultants and cell side and our own internal research plus the papers, et cetera. He was urban development chair.

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Hedge Funds Banks Leveraging Finance 58

ClearMoney

SEPTEMBER 24, 2021

French, “Luck versus Skill in the Cross-Section of Mutual Fund Returns,” Journal of Finance 65, no. The performance reflects the growth of a hypothetical investment and assumes reinvestment of income and no transaction costs or taxes. Fama and Kenneth R. 5 (2010): 1915–1947. In US dollars. DISCLOSURES.

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Mutual Funds Investing Taxes Stock Market 52

ClearMoney

DECEMBER 14, 2021

Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. trillion in equity fund AUM1 was categorized as strategic beta by Morningstar. billion of fixed income funds had the same designation. At the end of 2020, $1.35 By contrast, just $14.36

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Investing Mutual Funds Consultants Consulting 52

ClearMoney

DECEMBER 5, 2021

His anguish is apparently not unusual—a prominent cryptocurrency consulting firm estimates that 20% of all outstanding bitcoin represents stranded assets unavailable to their rightful owners.1. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

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Mutual Funds Assets Education Consulting 52