Planning for Prosperity / Wealth Management Advisor
Showing 353–361 of 361 results
-
Property swap – Defer capital gains taxes with a like-kind exchange
March / April 2009
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 842
Abstract: If a person is planning to sell highly appreciated business or investment property, he or she is likely bracing to pay taxes on the capital gain. A like-kind exchange may allow a person to trade the property for another one that better suits his or her needs and defer payment of capital gains taxes that might otherwise be due on the sale of the assets. This article defines a like-kind exchange.
-
Risk vs. reward – The potential benefits — and pitfalls —of emerging markets investing
March / April 2009
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 873
Abstract: Even though emerging markets have a reputation for volatility and risk — a reputation that has been well earned amid the market’s downturn — they also offer strong growth potential and diversification benefits. Both are big reasons why emerging markets stocks can be a vital part of many investors’ portfolios. This article explores the benefits and risks of investing in emerging markets stocks.
-
Should you put your trust in a living trust?
March / April 2009
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 768
Abstract: A living trust offers three key estate planning benefits: 1) It’s a means to bypass the probate process, 2) it acts as a blueprint for handling a person’s affairs and 3) it separates marital assets for married couples in community property states who had a substantial amount of property before the marriage. This article details how a living trust works.
-
Upside down – Cutting your taxes with capital losses
March / April 2009
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 852
Abstract: As volatile as the stock market has been, investors probably have at least thought about selling some investments that have lost value. Using caution is especially important when considering selling at a loss. Why? Because people will be locking in their losses, but they may also be missing out should those securities bounce back after they sell. However, in some situations, liquidating underperformers can make sense from a tax perspective. This article explains how selling holdings for less than the purchase price can lower a person’s income tax bill.
-
Protecting your portfolio from bond calls
January / February 2009
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 216
Abstract: When a person buys a bond, he or she likely pays close attention to its maturity date — the year the issuer pays back his or her principal and finishes its series of interest payments. Some bonds are callable as well, meaning the issuer can choose to redeem the securities at a predetermined price before they mature. This short article details callable bonds.
-
Private foundations – They’re not just for the rich and famous
January / February 2009
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 592
Abstract: The general perception of private foundations is that they’re only for the wealthy. In fact, private foundations can be an effective strategy for creating a family legacy of giving. There is no official minimum and a person may be able to effectively establish a foundation with an initial contribution as low as $250,000. This article explores the benefits (and a few drawbacks) of creating a private foundation.
-
Until death — or divorce — do we part – A prenuptial agreement can protect your assets
January / February 2009
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 626
Abstract: Despite love, hope and good intentions, more than half of marriages in the United States end in divorce. A well-crafted prenuptial agreement, commonly referred to as a “prenup,” provides protection for a person’s personal and business assets by outlining how they’ll be divided in the event of divorce or death. This article discusses the ins and outs of a prenup.
-
Rebalance regularly to reduce portfolio imbalances
January / February 2009
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 660
Abstract: Market fluctuations cause investments to continually gain and lose value. Over time, financial market movements can cause significant imbalances in even the most carefully constructed asset allocation — potentially exposing an investor to excessive risk. An investor should regularly rebalance his or her portfolio to bring it into line with his or her target weightings. This article explains how to rebalance a portfolio.
-
HSAs offer tax-free health care savings
January / February 2009
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 724
Abstract: Since 2003, Health Savings Accounts (HSAs) have provided individuals with another tax-advantaged way to fund health care costs. With an HSA, an individual or an employer can set aside funds for current or future health care costs. Most important, an HSA offers tax benefits similar to an IRA or 401(k). This article details the tax benefits of using an HSA.