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Twenty-First Securities Corporation - Strategies For The Professional Investor

A good guide to. By Graham, Zwieg. Optimal Retirement Withdrawal Strategy. New York, NY 10017. Twenty-First Securities is a multi-faceted brokerage and investment organization dedicated to achieving superior returns while managing risk. Why 'Liquid Alts' Deserve A Look. What Could Be Wrong in Your 1099's? Taxation and Economics of Foreign Dividends: It Can Take a Lot of Work to Get One's Fair Share. How Are REIT Dividends Taxed? Is Mark-to-Market Taxation on the Horizon? How to Approach MLPs:. This tax-e...

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Twenty-First Securities Corporation - Strategies For The Professional Investor | twenty-first.com Reviews
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A good guide to. By Graham, Zwieg. Optimal Retirement Withdrawal Strategy. New York, NY 10017. Twenty-First Securities is a multi-faceted brokerage and investment organization dedicated to achieving superior returns while managing risk. Why 'Liquid Alts' Deserve A Look. What Could Be Wrong in Your 1099's? Taxation and Economics of Foreign Dividends: It Can Take a Lot of Work to Get One's Fair Share. How Are REIT Dividends Taxed? Is Mark-to-Market Taxation on the Horizon? How to Approach MLPs:. This tax-e...
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Twenty-First Securities Corporation - Strategies For The Professional Investor | twenty-first.com Reviews

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A good guide to. By Graham, Zwieg. Optimal Retirement Withdrawal Strategy. New York, NY 10017. Twenty-First Securities is a multi-faceted brokerage and investment organization dedicated to achieving superior returns while managing risk. Why 'Liquid Alts' Deserve A Look. What Could Be Wrong in Your 1099's? Taxation and Economics of Foreign Dividends: It Can Take a Lot of Work to Get One's Fair Share. How Are REIT Dividends Taxed? Is Mark-to-Market Taxation on the Horizon? How to Approach MLPs:. This tax-e...

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Twenty-First Securities Corporation - Strategies For The Professional Investor

http://www.twenty-first.com//articles/investors_and_carried_int_debate.htm

New York, NY 10017. The Carried Interest Debate. Changes being made in Congress would affect taxes paid by fund investors, as well as managers. Most of the debate over carried interest focuses on whether managers of hedge funds, leveraged-buyout funds, venture capital funds and other private investment partnerships are paying their fair share of taxes. But if Congress changes the carried-interest rules, they could affect investors in these funds, as well. If the fund earned all long-term capital gains, a...

2

Twenty-First Securities Corporation - Strategies For The Professional Investor

http://www.twenty-first.com/articles/tax_benefits_SMAs.htm

New York, NY 10017. Tax Benefits of SMAs? It’s all about control of the portfolio’s parts. A multitude of papers extol the tax virtues of investing through separately managed accounts. Most have compared them with mutual funds and have concluded that SMAs can produce better after-tax returns than funds for those able to take advantage of managing individual lots of securities. But what about SMAs in comparison with exchange-traded funds or with a broker-directed account? Versus their cost basis. The cont...

3

Twenty-First Securities Corporation - Strategies For The ProfessionalInvestor

http://www.twenty-first.com/newsletter/newsletter_spring2008-1.htm

New York, NY 10017. Spring 2008, Volume X, Issue 1. Structured notes exist in two forms those with a principal guarantee and those without. Profits from notes with guaranteed principal are taxed as interest. In the form of CDs tied to the market (also available as exchange-traded notes or over-the-counter privately negotiated contracts), they present a safe bet on a risky asset, offering upside participation on the market with the assurance of capital preservation. Or information purposes only. They ...

4

Twenty-First Securities Corporation - Strategies For The Professional Investor

http://www.twenty-first.com/articles/not_all_MLP_funds_created_equal.htm

New York, NY 10017. Not All MLP Funds Created Equal. Some go to extraordinary lengths to qualify for preferential treatment under the tax code. There are exchange-traded funds, and open- and closed-end mutual funds that invest in master limited partnerships. But there is a small minority of MLP funds that strive to pass the tax test while still giving the desired exposure to MLPs. I found nine MLP funds that try to avoid exceeding the 25% threshold. From fund to fund. Kinder Morgan has KMI and the I-unit...

5

Twenty-First Securities Corporation - Strategies For The ProfessionalInvestor

http://www.twenty-first.com/newsletter/newsletter_fall2009-1.htm

New York, NY 10017. Fall 2009, Volume XI, Issue 3. The Earlier in 2010 You Convert. To a Roth, the Better. There are few places in the tax law where one can undo an earlier taxable act. The conversion of a traditional Individual Retirement Account to a Roth IRA is one of these opportunities where a reversal is possible. Since you can optimize any time allowed, we suggest looking at the choice carefully now to see if converting makes sense and then if it does, acting as quickly as possible in 2010. I’m su...

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Twenty-First Securities Corporation - Strategies For The Professional Investor

A good guide to. By Graham, Zwieg. Optimal Retirement Withdrawal Strategy. New York, NY 10017. Twenty-First Securities is a multi-faceted brokerage and investment organization dedicated to achieving superior returns while managing risk. Why 'Liquid Alts' Deserve A Look. What Could Be Wrong in Your 1099's? Taxation and Economics of Foreign Dividends: It Can Take a Lot of Work to Get One's Fair Share. How Are REIT Dividends Taxed? Is Mark-to-Market Taxation on the Horizon? How to Approach MLPs:. This tax-e...

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