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



Robert Gordon's
Monthly Column in




Optimal Retirement Withdrawal Strategy



Current Options
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.

Top marginal tax rates may skyrocket

Commodities ETFs Can Be Taxing: With these complex products, an unexpected tax bill may arrive.

Passive vs. Active for the Taxable Investor

Harvesting Losses with Options: There are ways to take losses with minimal disruption to alpha.

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?

The Most Tax-Efficient Way to Own Gold...

Convert Roths Early In the Year...

GRATs: The Time Is Now...

Straddle Rules 25th 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 21st 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.

Stock Options: How Tax Rate Changes Impact Strategies for Stock Options & Restricted Stock.

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.




 

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