Emerald GEM 18: The Importance of Asset Location for Greater Tax Efficiency

Michael McIntyre, CFA |
Emerald GEMs

September 1, 2020—Where and how you save your money can play a large role in your after-tax return as well as the after-tax paycheck you may need in retirement. A good question to ask yourself is: How can I help improve the tax efficiency of my investments? Director of Investment Planning and Portfolio Implementation Michael McIntyre discusses the importance of asset location in addition to asset allocation.

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Emerald GEM 17: The Importance of Asset Titling in Estate Planning

Matthew T. Lee |
Emerald GEMs

August 25, 2020—What is not necessarily top of mind, but also deserves careful consideration, is how the assets that will eventually comprise your estate are titled. This is because how assets are titled will impact how they are transferred at death, which can have a range of planning implications and possibly affect whether an estate plan ultimately achieves its intended goals and objectives.

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Emerald GEM 16: Tax Strategies for Selling Qualified Small Business Stock

Andrew J. Horwitz, CFP® |
Emerald GEMs

August 18, 2020—When considering the sale of qualified small business stock, you may be asking if there are any income and estate tax-advantaged opportunities that may allow you to exclude federal capital gains taxes on such sale and reduce potential estate taxes. National Director of Wealth Strategies Drew Horwitz discusses Qualified Small Business Stock (QSBS), how it works, and how it may create effective tax strategies for small business investors and owners.

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