Twenty-First Securities Corporation - Strategies For The Professional Investor

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.

	The Estate Collar: Volatile markets call for clever solutions so that, after a death, estates can profit from upswings--or downswings.
	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: Upcoming conference to consider tax-efficient ways to manage withdrawal of assets.