The Motley Fool

MARCH 20, 2024

Many parents choose to invest in a college savings account to help their children with their education costs, but that's not even the largest expense they'll face in their lifetime. They'll only pay a small percentage in taxes upfront right now, and then they'll be able to withdraw the money tax-free in retirement.

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The Motley Fool

SEPTEMBER 9, 2023

Also keep in mind that most retirement income is still taxed like regular work-based income, so you may be pocketing less than you're withdrawing from an IRA, for example. That said, there are some tax implications to consider. Create a hypothetical, income-producing portfolio using the amount you've got saved up.

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The Motley Fool

JUNE 16, 2023

But there are all kinds of investments at all stages of life -- whether it's buying a house, investing in education and training, or putting cash into an IRA. Tax-advantaged accounts There are a few different types of tax-advantaged investment accounts, and not all of them are geared toward retirement. The best thing?

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The Motley Fool

AUGUST 31, 2023

Or do you want to set aside money for college, but not have to use it for educational expenses if they end up not needing it? Specifically, UTMA accounts can own physical assets (such as real estate and fine art), while UGMAs can only hold financial products like stocks and mutual funds.

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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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ClearMoney

DECEMBER 16, 2021

CANADA: These materials have been prepared by Dimensional Fund Advisors Canada ULC. It is provided for educational purposes only, should not be construed as investment advice or an offer of any security for sale and does not represent a recommendation of any particular security, strategy or investment product.

Mutual Funds 52

Mutual Funds Education Management Fees Banks 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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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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The Motley Fool

JULY 23, 2023

Millions of parents and grandparents have poured billions into 529 accounts to fund their beneficiaries' schooling since the tax-advantaged savings plans were created by Congress in 1996. But be aware that each state has its own mix of other 529 program features, including additional tax credits and allowable education expenses.

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ClearMoney

FEBRUARY 22, 2022

The money management industry is highly competitive, with more stock mutual funds and ETFs available in the US than listed stocks.6 6 If someone could develop a profitable timing strategy, we would expect to see some funds employing it with successful results. Please read the prospectus before investing.

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ClearMoney

DECEMBER 13, 2021

As we look forward to 2022, despite continued uncertainty, I’m feeling a sense of educated optimism that’s stronger than ever before. CANADA: These materials have been prepared by Dimensional Fund Advisors Canada ULC. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

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ClearMoney

MARCH 1, 2022

Index construction rules are often designed to accommodate the mutual funds and exchange-traded funds (ETFs) tracking the indexes, reducing index turnover, for example, by limiting the number of rebalancing events and imposing thresholds on security weight changes. Please read the prospectus before investing.

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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.

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ClearMoney

DECEMBER 5, 2021

CANADA: These materials have been prepared by Dimensional Fund Advisors Canada ULC. It is provided for educational purposes only, should not be construed as investment advice or an offer of any security for sale and does not represent a recommendation of any particular security, strategy or investment product.

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The Big Picture

JULY 11, 2023

RITHOLTZ: So were you — in the early days, it was mutual funds it was SMAs, what were you guys doing? I could do my own taxes. So it was Franklin, along with mutual fund pioneer Sir John Templeton. JOHNSON: Exactly, the tax… RITHOLTZ: The negative on a mutual fund is phantom taxes.

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The Big Picture

OCTOBER 24, 2022

And so there was a lot of need on the active mutual fund friends. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. RITHOLTZ: So these are stocks, bonds, ETFs, mutual funds? And he found it in the mutual fund space.

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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. As the price of higher education isn’t cheap, it’s a good idea to start saving earlier rather than later. A 529 plan provides tax-free investment growth and funds for qualified education expenses.

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The Motley Fool

MAY 28, 2024

Even for people at or over the age of 65, mutual fund company Vanguard reported that their clients' average 401(k) balance in 2022 stood at just a tad over $230,000. Last year's average contribution was on the order of 4.8%, according to mutual fund company and plan manager Fidelity. Over the past 15 years, 88% of U.S.

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The Motley Fool

DECEMBER 2, 2023

The 401(k) is a cornerstone of retirement planning -- it's tax-friendly, hands-off, and convenient. Contributions to a traditional IRA may be deductible, and earnings grow tax-deferred until you take withdrawals in retirement. Contributions to a Roth IRA are made with after-tax money, and withdrawals are tax-free in retirement.

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Taxes Exchange-Traded Funds Education Mutual Funds 246

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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ClearMoney

NOVEMBER 4, 2021

It is provided for educational purposes only, should not be construed as investment advice or an offer of any security for sale and does not represent a recommendation of any particular security, strategy or investment product. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.

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The Big Picture

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. And you know, we have a team that serves those advisors in the home offices of those advisors, talking about Vanguard’s product and educating about product. RAMPULLA: Yeah.

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Mutual Funds Taxes Education Startups 112

Fortune Financial

NOVEMBER 22, 2022

The clock is ticking for taxpayers who wish to minimize the taxes they will owe in the spring. The IRS does not tax what you divert directly from your paycheck into your retirement or health savings accounts. A Roth conversion will lower the Required Minimum Distributions (RMDs) from tax-deferred accounts.

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ClearMoney

JANUARY 4, 2022

CANADA: These materials have been prepared by Dimensional Fund Advisors Canada ULC. It is provided for educational purposes only, should not be construed as investment advice or an offer of any security for sale and does not represent a recommendation of any particular security, strategy or investment product.

Mutual Funds 52

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Pension Pulse

MAY 8, 2023

Scott Pelley: What did the educators at Walnut Middle School tell you? Independent Clinical Services, a company owned by Blackstone, was founded to have evaded £3 million in taxes in 2012 alone, the letter said. According to a Guardian report, Richardson approached Schwarzman with a proposal about funding a humanities center in 2017.

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The Motley Fool

JANUARY 25, 2024

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. If you decide to trim the position, it definitely makes sense to identify the shares you're selling to maximize the tax consequences.

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The Motley Fool

MAY 28, 2024

Bill Mann: It's funny because stock buybacks are thought to be a very efficient way to return cash to existing shareholders in the form of there's not much in the way of tax, and every share of stock you should think of as being a perpetual claim on earnings and assets of a company. Why are they so curious about this, Bill?

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The Big Picture

DECEMBER 21, 2023

People raise money to pay taxes. They pay taxes is certain times of year. And then I used to do those numbers by hand using the Barron’s MarketLab pages and, you know, underlining stuff and using an anti machine and all that by hand work, which was Educational. Jeff Hirsch : Hey, Barry. Great to be with you.

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The Big Picture

AUGUST 29, 2022

But I covered derivatives at first, and then I cover mutual funds. I worked for a (inaudible) called Fund Action and did that for a little while, and then went — I met a guy named Duff Ferguson at AllianceBernstein. They’d be the biggest active mutual fund to shop times over. RITHOLTZ: It’s …. He was the P.R.

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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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The Big Picture

JULY 29, 2024

And then I fell in love with technology and product development, moved from there to strategy, then moved from there to investment product development, worked on Schwab’s first ETF offerings, their equity mutual funds, fixed income mutual funds. So clearly tax loss harvesting is a big one. It was great.

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Taxes Mutual Funds Portfolios Financing 57

Zajac Group

NOVEMBER 9, 2021

While an anonymous greenback in the offering plate might not generate the paperwork necessary to realize any tax benefits and starting a private foundation might seem daunting, a Donor-Advised Fund could be a great option for philanthropic investors. What is a Donor-Advised Fund? What are the Advantages of a Donor Advised Fund?

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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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The Motley Fool

APRIL 17, 2024

Most of the time that I was in law, both at the law firm and with City of Philadelphia, I knew I wanted to do something other than law and litigation and didn't know what it was until I found the Motley Fool, and it blend completely unique of education and investing and humor. I was just there for a liberal arts education.

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The Motley Fool

JUNE 10, 2024

Andy Cross: David, ETFs, mutual funds, they operate by very strict rules on how they allocate their capital. In this case, for actively managed funds that are rebalancing every quarter, which as you mentioned, at the end of the quarter, beginning next quarter, they do selling and buying to match up the stocks and the positions.

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Investing Taxes Debt Mutual Funds 100

ClearMoney

FEBRUARY 21, 2022

It is provided for educational purposes only, should not be construed as investment advice or an offer of any security for sale and does not represent a recommendation of any particular security, strategy or investment product. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Stock Exchanges New York Stock Exchange Education 52

The Big Picture

FEBRUARY 21, 2023

And you know, just simple things like, hey, the value of tax loss harvesting, how do you make that apparent to people? So we’re probably a lot more patient, but at the same time, you know, highly educated in the questions we ask. What’s a way that you could disrupt the ETF or the mutual fund? RITHOLTZ: Yeah.

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