SunAmerica Asset Corp. has introduced the Tax Managed Equity Fund, designed to produce high total returns and low taxes by using an optimization model developed by sub-adviser J.P. Morgan. J.P. Morgan first began offering this strategy of reducing capital gains taxes to high-net-worth clients in the 1980s. Steven Neamtz, executive vice president of SunAmerica Asset Management, believes investors will increasingly look to minimize after-tax returns.
From pet trusts to picking the right caretaker, advisors share how to help clients plan for a life when pets outlive them.
The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.
Marketing experts suggest alternative ways for firms to promote themselves after a $6 million "gift" received by a former top editor at Forbes was seen as tarnishing the publication's industry awards and rankings.
From building trust early to having the toughest conversation to what comes after a loss, advisors share how they keep widowed clients from walking away.
SER Summit co-founders Vanessa Martinez and Ana Trujillo Limón preview the professional development and networking in store for attendees next week in Denver.
Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.
