Financial Planning

Taxes, elections and other worries

Taxes, elections and other worries
 
View in browser
 
 
 
Financial Planning
 
Financial Planning
 
Retirement
 
May 29, 2024
 
 
 
 
By Nathan Place Retirement reporter
 

The number of dollars in your investment account is almost never the number you can take home. That's because standing between you and your money is Uncle Sam.

Is there any way to put less in his pocket? That's the question in our latest "Ask an Advisor" column. A young engineer in Providence, Rhode Island has invested the old-fashioned way in an ETF — directly, not through a tax-advantaged account — and he wonders how he can ever cash it out without paying a hefty capital gains tax

Also this week, we took a look at a symptom plaguing many investors these days: election anxiety. Here's what financial advisors can do to calm clients' nerves and help them stay the course.

It's all in Financial Planning. Have a great week!

 
Connect with Nathan:
 
linkedinx
 
 
 
TOP STORIES
 
Investment strategies
 
Ask an advisor: How can I save my investments from taxes?
 
 
A young engineer hopes his investments will grow, not his tax bill. What can he do to ward off Uncle Sam?
 
  • How to soothe clients' election anxiety
    Nervous investors often ask how the presidential election will affect their portfolios. New research offers a simple way to reassure them: Look at the numbers.
 
Read the latest in Retirement
 
 
 
Sponsor Content from Equitable
 
Help clients confidently build and protect wealth
 
Learn how Equitable's innovative strategies adapt to market dynamics to help clients build and protect wealth. Let’s Plan HowSM
 
 
 
 
 
Financial Planning
 
You're receiving this email because you signed up for Editorial emails from Financial Planning.
 
If you no longer wish to receive these emails, you can opt out here.
 
To update the emails you want to receive, or to unsubscribe from our mailing list, please visit our Email Preference Center.
 
Arizent
 
Arizent
One State Street Plaza, 27th Floor
New York, NY 10004
 
About | Subscriptions | Contact | Privacy Policy
 
Have questions or concerns? Contact Support
 
Follow us in real time:linkedinxfacebook