Posts Tagged ‘Newsletter’
Location Optimization: What Does it Mean?
A debate has surfaced in our industry over the last few years on what’s being called “location optimization.” Location optimization, or as some call it, “asset location,” is the practice of buying and holding investments based on the tax consequence the asset generates by holding it. For example, an average household’s portfolio may consist of…
Read MoreRetirement Planning : Social Security Optimization
Retirement age has finally come for many within the baby boom generation. Whether that be a young boomer retiring early at 58, a 62 year old retiring simply because she is finally eligible for Social Security, a 66 year old “hanging it up” because he is eligible for his work pension, or a 69 year…
Read MoreCongress Delivers Clarity on Taxes
As the end of the 2012 approached, Americans did not know what tax bracket they would fall in for 2013. Investors were also in the dark for the future of dividend and capital gains tax rates. These uncertainties led us to spend an inordinate amount of time discussing taxes in both November and December.
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