#tax-efficiency

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#portfolio-rebalancing #asset-allocation #risk-management #pension-salary-sacrifice #workplace-pensions
Business
fromFast Company
5 days ago

How to rebalance your portfolio in a soaring market

Periodically rebalance a portfolio to restore target asset allocation, control risk, and enforce selling high while buying low.
UK news
fromwww.theguardian.com
2 weeks ago

What pension changes is Rachel Reeves considering in the budget?

The chancellor is reportedly considering restrictions on pension salary sacrifice schemes to curb tax advantages for higher earners.
Business
from24/7 Wall St.
1 month ago

3 Covered Call ETFs That Actually Grow NAV

Active covered-call ETFs can produce high yields and occasional NAV growth by selling out-of-the-money index calls and using tax-efficient, diversified strategies that limit downside.
fromFast Company
1 month ago

Taxable account vs. 401(k): Which is better?

Tax-sheltered retirement plans offer the convenience of automatic investments and tax breaks-pretax contributions and tax-deferred compounding for traditional 401(k)s and tax-free compounding and withdrawals for Roth contributions. But the availability and quality of the 401(k) are also important considerations. Some workers don't have access to an employer-provided retirement plan, and 401(k) quality can be uneven. High administrative costs, meager employer matching contributions, and costly investment lineups can detract from 401(k)s' tax-saving features.
Business
E-Commerce
fromBusiness Matters
4 months ago

Brushed with value: How fine art is becoming the tax-efficient investment of choice for the wealthy

Investors are increasingly using fine art as a tax-efficient asset class for wealth preservation and portfolio diversification.
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