Twenty-First Securities Corporation - Strategies For The Professional Investor

"A good guide to
managing your
investment taxes..."
The Intelligent Investor
by Graham, Zwieg
& Buffett

Optimal Retirement Withdrawal Strategy

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Disclosure Document
(PDF Format)

Twenty-First
Securities Corporation
780 Third Avenue
New York, NY 10017
212.418.6000
info@twenty-first.com

Twenty-First Securities is a multi-faceted brokerage and investment organization dedicated to achieving superior returns while managing risk.

	Weyerhaeuser's Special Dividend: WY has become a most tax efficient vehicle, but there was a cost to get there.
	Anschutz Case Decided as a Sale: It was held that a sale occurred at the outset of the transaction due to not complying with the Securities Lending rules of Section 1058. It was not held to be a sale under the Constructive Sale Rules of Section 1259.
	Calloway: Was it a loan or a sale?
	The Most Tax-Efficient Way to Own Gold...
	Planning With No Estate Tax...
	Convert Roths Early In the Year...
	GRATs: The Time Is Now...
	Straddle Rules 25^th Anniversary: Twenty-First invited the leading minds to weigh in on problems caused by the straddle rules. The resulting article (from 20 authors) was printed in tax notes®.
	The 21^st Century Solutions to Hedging Low-Basis Stock
	The Estate Collar: Volatile markets call for clever solutions so that, after a death, estates can profit from upswings--or downswings.
	When Is A Dividend Not A Dividend: Sometimes a distribution turns out to be a return of capital, which has its advantages.
	Making Most of Excess Capital Losses: Here are some ways to create gains through timely sales of fixed-income investments.
	Losses on an ETF: Is there a way to take my loss on an Index ETF without having to exit the index and NOT trigger the wash sale rules?
	Stock Options: How Tax Rate Changes Impact Strategies for Stock Options & Restricted Stock.
	Harvesting Losses with Options: There are ways to take losses with minimal disruption to alpha.
	Are Deferrals Worth It?: Deferring into a higher tax rate only makes sense with double-digit returns or long time frames.
	Harvest Your Capital Gains?: Do the math when considering paying taxes now rather than later.
	Structured Notes - Build Them Yourself: Lower costs and better tax treatment are possible if an adviser goes solo.
	Selling Covered Calls: Investors can reap the rewards of selling covered calls without ever delivering their low-basis shares.
	When ETFs Pass Along Gains: While ETFs can minimize taxes, there are caveats.
	Stealth Taxes: How stealth taxes impact investor costs.
	ETNs Under the Microscope: Currency ETNs are debt, other ETNs are open for comment. Op. Ed. in InvestmentNews.
	IRA Wash Sale Issue Clarified: An investor who purchases shares in their IRA that were recently sold for a loss DOES trigger the wash sale rules.
	Best Place For Growth Stocks: Are IRAs the best “pocket” for growth stocks?
	Drawing Down Retirement Money: Conference to consider tax-efficient ways to manage withdrawal of assets.