Sentences with phrase «tax efficient option»

High net worth investors may only have a small portion of their funds invested in a core bond fund and opt for more tax efficient options like municipal bond funds instead.

Not exact matches

Is there any investment option which can mimic the risk - return profile of a Debt mutual fund and is also a tax efficient one like an Equity oriented Mutual Fund?

Dear harinath, The Dividend Re-investment option can be slightly more tax efficient than the growth option for short - term (less than 12 months in case of equity funds).

And, of course, you always have the option of socking money away in taxable accounts, preferably in low - cost tax - efficient options like index funds or ETFs.

You may consider below options which are tax - efficient (especially if you are in higher tax - bracket) and if your investment objective is to get better returns with moderate risk.

Other tax - efficient options that you might consider, Dale, include corporate class mutual funds or ETFs that result in less tax than their traditional counterparts, flow - through shares, life insurance products or direct real estate investment.

Tax efficient corporate class options are also available which offer some tax benefiTax efficient corporate class options are also available which offer some tax benefitax benefits.

But my point is simple, given a choice I would prefer an investment option which has high liquidity, easy to understand (do not want to refer to rules book), tax efficient, have more flexibility (investment allocation choices) etc.,

Review these options with them so they can learn how to optimize their inheritances in a tax - efficient manner.

Tax Advantages: Estate taxes have the potential to diminish the legacy you plan to leave your beneficiaries, but variable annuities offer options for tax - efficient wealth transfer and are not subject to probaTax Advantages: Estate taxes have the potential to diminish the legacy you plan to leave your beneficiaries, but variable annuities offer options for tax - efficient wealth transfer and are not subject to probatax - efficient wealth transfer and are not subject to probate.

I think they are a fairly good tax efficient way to do withdrawals but for someone in the accumulation phase I don't think they are the best option.

Finally, for a lower - cost option that's still tax - efficient, you might consider Exchange Traded Funds (ETFs), which provide the same valuation as a mutual funds, but they're tradable throughout a day like a stock.

If you are aware of the tax implications at various investment stages, you can pick tax - efficient investment options.

If an investment option meets your requirements and is also a tax efficient one then it is well and good.

Charitable giving options: Betterment also recently added a charitable giving tool that gives customers a tax - efficient way to donate appreciated securities to charities directly on the Betterment platform.

«God said I need an investment vehicle that is cost efficient, tax efficient, transparent, flexible, marginable, short - able and even in some cases have options contracts based on it.

We combine tax - efficient, low - cost exposure to the U.S. stock market with long - dated options that protect against bears rather than corrections.

Q2 — PPF is one of the best tax efficient long - term savings option (in debt category).

We also look at investment strategies such as using options to generate very tax - efficient income wherever possible.

With most people looking to invest their money in active strategies, ETFs haven't been an option because of their passive nature even though they are cheaper and more tax efficient etc..

Within the heating sector, fee avoidance options include energy efficiency, switching to efficient electric heat paired with the electric sector tax avoidance options, and potentially switching to lower carbon heating options such as waste heat from sewage systems and wastewater treatment plants or buying «renewable natural gas» from bio-digesters, generated either within the District or from outside.

During the cap - and - trade debate in the last Congress, there was something of a consensus among economists that EPA regulation of greenhouse gases (GHGs) is the worst option, a «comprehensive legislative solution» (i.e. cap - and - trade) has less economic risk, and a carbon tax is the most efficient option.

If policymakers are going to adopt a measure, a regime to affect or put in place a cost on the use of carbon across the economy, then as we look at the range of options, our economists and most economists would support a revenue - neutral, economy - wide carbon tax as the most transparent and efficient way of putting in place a cost on the use of carbon.

For these reasons, as governments enact policies to address the risks of climate change, we believe that market - based efforts to reduce greenhouse gas emissions — like a revenue - neutral carbon tax — are more economically efficient policy options than regulations, mandates, or standards.

I then advise clients of their options and through further discussion with them distil a strategy which achieves their personal and family objectives whilst also being tax efficient.

E-filing your taxes is a quick and efficient option that may make all the difference to getting your tax return in by April 18.

This often confuses investors if their funds could have been directed towards a more tax - efficient option.

Identifying tax - efficient options of splitting the marital property, and any financial risks associated with a proposed financial settlement,

Federal tax credits also are helping sway the buyer mind - set, and energy - efficient mortgages are another option to help home owners pay for costly «green» upgrades.