Morningstar: Assets in Tax-Managed SMAs Now Total Over $500B
Wealth Management
OCTOBER 17, 2024
The amount of assets in tax-managed SMAs has jumped 67% from year-end 2022.
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Wealth Management
OCTOBER 17, 2024
The amount of assets in tax-managed SMAs has jumped 67% from year-end 2022.
The Big Picture
JULY 25, 2023
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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Nerd's Eye View
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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.
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Nationwide Financial
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Nationwide Financial
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When the original SECURE Act was passed in December 2019, it brought sweeping changes to the post-death tax treatment of qualified retirement accounts. Act passed in late 2022. Act passed in late 2022.
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Validea
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Utilizing software developed by Wealthfront, the firm where he is Chief Investment Officer, Malkiel reaps losses from portfolios throughout the year in order to sow capital gains for other investments, keeping portfolios balanced with a mix of assets and risks.
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Zoe Financial
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