Advertising

Tax efficient portfolios

• Are investment holdings which have both trading profits and tax minimization impact as goals. These portfolios recognize that the subsequent payment of taxes reduces the investor's after tax returns. When holdings are held by pension plans or tax deferred accounts, there is no immediate tax liability on realized gains. However, an investor holding mutual funds which have high rates of security turnover and significant realized gains are subject to immediate tax year liabilities.

 
 

Follow this link for all the terms related to portfoliotax.

 
 Embedded terms in definition
 After tax
Held
Investor
Liabilities
Liability
Mutual funds
Mutual fund
Pension plan
Security
Subject
Tax deferred
Trading
Turnover
 
 Related Terms
 

<< Tax differential view of dividend policy Tax exempt >>

Helping Disabled or Elderly Relatives With Money Management, Even From Far Away: Millions of people serve as financial caregivers for ill or elderly spouses, parents, children or other loved ones. They perform services that include paying bills, handling deposits and investments, filing insurance claims and preparing taxes. Because this role can be costly and physically and emotionally exhausting, especially for a caregiver who lives far away or has the usual time-demands, FDIC Consumer News offers some suggestions. More...

Enthusiasm is the greatest asset in the world. It beats money, power and influence - Henry Chester

Advertising



Copyright 2009-2018 GVC. All rights reserved.