Tax-Advantaged Investing
Latest in Tax-Advantaged Investing· Nov 7
FSA forfeitures still produce net tax savings for workers in higher brackets despite use-it-or-lose-it rules that drain unspent balances annually. The tax advantage of pre-tax contributions outweighs the cost of forfeited funds when marginal tax rates are steep enough. Lower-income workers face greater cash flow risk from forfeitures because they have less flexibility to predict medical expenses and fewer resources to absorb losses.
Strategies and opportunities for high-income earners to optimize after-tax returns through tax-efficient investment vehicles and yield opportunities.
11 events tracked
- Single source5 days ago
FSA forfeitures may still yield net tax savings for workers
Workers forfeit unused flexible spending account balances annually, though tax savings offset losses for some participants.
CNBC
- Single source10 days ago
I bonds yield 5.51% despite significant drawbacks for buyers
U.S. savings bonds now yield 5.51%, presenting a fixed-income option with constraints for investors.
CNBC
- Single source12 days ago
Investors consider I-bond ladders as fixed-income alternative to annuities
MarketWatch recommends I bond laddering as an alternative to annuities for retirement income.
MarketWatch
- Single source14 days ago
Retirees often leave 401(k)s untouched, complicating required distributions
Most retirees leave 401(k) accounts untouched immediately after retirement, delaying withdrawal decisions.
MarketWatch
- Single source14 days ago
Financial planners tout HSAs as overlooked investment option during open enrollment
CNBC highlights health savings accounts as overlooked investment vehicles during open enrollment season.
CNBC
- Reported by 2 outlets20 days ago
Martin Lewis promotes overlooked investment opportunity
Financial advisers promote annuities as a retirement income tool offering steady payouts with lower risk exposure.
BBC News · MarketWatch
- Single source25 days ago
Advisor questions whether Roth conversions make financial sense for some
Top-ranked financial advisor questions whether Roth conversions remain worthwhile under current conditions.
CNBC
- Single source25 days ago
Older investors embrace options ETFs for steady payouts despite tax drawbacks
Retail investors, particularly older adults, are purchasing options-based ETFs for monthly income without fully understanding the tax implications.
CNBC
- Single source27 days ago
Schwab launches tax-conscious long-short strategy for affluent clients
Schwab launches tax-aware investment strategy to capture wealth-management demand from high-net-worth clients.
CNBC
- Single sourceabout 1 month ago
Multiple states will hold November votes on taxation of wealthy residents
Three tax votes scheduled for November will affect high earners, with potential implications for investment strategy.
CNBC
- Single sourceabout 2 months ago
Municipal bond returns reach levels that appeal to wealthy investors
Tax-free bond yields have reached attractive levels, creating a potential entry window for investors seeking tax-advantaged fixed income.
MarketWatch