WrapManager's Wealth Management Blog

When life changes, we can help you thoughtfully respond.

Reduce Taxable Income: Maximize Contributions to Tax-Deferred Accounts

Posted by Michael J. O'Connor | CWS®, Vice President

November 25, 2015

Tax bills are on the rise: it now takes the average American until April 24th each year to work enough to pay off his or her share of local, state, and federal taxes, as calculated by the nonpartisan Tax Foundation.1 With proper planning, however, you can reduce your income tax burden by maximizing contributions to tax-deferred accounts. This is a common tax-reducing strategy, but investors often underuse it.

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Retirement Planning Tax Planning

Eagle Asset Management - Volatility Examined

November 23, 2015
Richard Skeppstrom, of Eagle Asset Management's Strategic Return Portfolio, analyzes recent market volatility in Eagle's November Market ... [+] Read More

Social Security Changes: How the Budget Agreement Affects Retirement Plans

November 18, 2015
Investor concerns about another government shutdown were eased in late October, when Congressional leaders passed a bipartisan agreement ... [+] Read More

Leveraged ETFs - Doug's Quiz Corner

November 18, 2015
Quizmaster Doug Hutchinson has come up with another great quiz that explores the compounding effect of leveraged ETFs. Let’s see what the ... [+] Read More

Wells Fargo Advisors Monthly Market Commentary

November 17, 2015
Dan Meehan, First Vice President of the Wells Fargo Advisory Services Group reviews the ups and downs of October in their November 2015 ... [+] Read More

A Different Way of Looking at Market Volatility

November 11, 2015
Recent market volatility has likely raised fresh doubts with some investors about where the market is headed from here. The S&P 500 and the ... [+] Read More

ClearBridge Advisors - Market Risk and Opportunity

November 10, 2015
 ClearBridge Investments, a Legg Mason company, provides their Q3 commentary with discussion of the challenges and opportunities that exist ... [+] Read More

Cambiar Investors International ADR

November 9, 2015
While market concerns had investors scrambling for the exists, Cambiar Investors took advantage of the market weakness in Q3 to deploy ... [+] Read More

Emerging Markets and Commodities: Have They Reached a Bottom?

November 4, 2015
2015 has been a challenging year so far for many asset classes, but Emerging Markets and Commodities are two categories in particular that ... [+] Read More

Federated Investors - International Market Commentary

November 3, 2015
Federated Investor's Q3 international strategic value dividend account commentary reivews the affect of August volatility and the ability ... [+] Read More
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