Remove 2022 Remove Assets Remove Taxes
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Morningstar: Assets in Tax-Managed SMAs Now Total Over $500B

Wealth Management

The amount of assets in tax-managed SMAs has jumped 67% from year-end 2022.

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Underperforming Your Own Assets

The Big Picture

Pomp points out that: “I am, however, arguing that the total return percentage traditionally quoted is not what people actually achieve in their brokerage account because of taxes. I have addressed Tax Alpha before ( see this and this ); but Pomp indirectly raised a very different issue: Why do people underperform their own assets?

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“Legacy IRA” Rollover To A Charitable Gift Annuity: Using This New Tax-Advantaged Opportunity To Help Clients Achieve Charitable And Retirement Goals

Nerd's Eye View

However, the caveat with current CGAs has been that they could only be funded with after-tax dollars before the donor’s death, meaning that if an individual only had tax-deferred funds (e.g., legislation at the end of 2022. But the SECURE 2.0 The potential benefits of the new Legacy IRA rules are threefold.

Taxes 242
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Friday links: undeserved assets

Abnormal Returns

rajivsethi.substack.com) What would a tax on stock buybacks mean? newsletter.abnormalreturns.com) Mixed media The best books of 2022, so far, including "True Story: What Reality TV Says About Us" by Danielle J. (techcrunch.com) Finance KKR ($KKR) wants to win more IPO business. sportico.com) Boatsetter is Airbnb ($ABNB) for boats.

Assets 244
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Avantax Announces $1.7B in Newly Recruited Assets in 2022

Wealth Management

During the fourth quarter of 2022, 66 independent financial professionals affiliated with the tax-centric broker/dealer.

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$33 Trillion in Sovereign Wealth Funds

The Big Picture

The asset value peak was $33.6 trillion as of the end of 2022. Given the rough year markets had in 2022, including all of the held asset classes, it is an impressive, albeit curious showing. The group also names 2022’s Best of, including Fund, Asset Class, Region, and Industry of the Year (all found here ).

Assets 307
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RSU Taxes Explained + 4 Tax Strategies for 2022

Cordant Wealth Partners

In this article, I’m sharing everything you need to know about how Restricted Stock Units (RSUs) are taxed. Little-known RSU tax strategies. If you’re ready to master RSU taxes and avoid overpaying the IRS in 2022, this article is for you. Shares held after vesting are taxed as capital gains when they are sold.

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