|
|
Options – 2012 年冬季刊
文章包括：
- 在新年里重新考虑您的投资组合 (Revisit Your Portfolio in the New Year)
- 赠与税备案事实 (Gift Tax Filing Facts)
- 谨慎选择受托人 (Choose a Trustee With Care)
- 让销售成为理智的决定 (Make Selling a Rational Decision)
- 艺术品估值 (Valuing Artwork)
- 控制风险 (Controlling Risk)
- 遗产计划 (A Plan for Leaving Wealth)
下载 |
|
|
Options – 2011 年秋季刊
文章包括：
- 受到积极管理的 EFT - 要考虑的某种事项？(Actively Managed EFT's - Something to Consider?)
- 权衡风险 (Weighing the Risks)
- 将人寿保险视为一项投资 (Treating Life Insurance as an Investment)
- 掌控您的纳税票据 (Take Control of Your Tax Bill)
- 将资产交给由受益人控制的信托机构 (Leaving Assets in a Beneficiary-controlled Trust)
- 调查退休社区 (Vetting a Retirement Community)
- 保护慈善性赠与的意图 (Protecting the Intent of a Charitable Gift)
下载 |
|
|
Options – 2011 年夏季刊
文章包括：
- 新兴市场的风险与回报 (Risk and Rewards of Emerging Markets)
- 担忧与 VIX (Fear and the VIX)
- 您的 IRA：没有拥有的东西 (Your IRA: What Doesn't Belong)
- 雇主股票和 NUA 策略 (Employer Stock and the NUA Strategy)
- 退休与慈善赠与 (Retirement and Charitable Giving)
- 持久照料 (PerPETual Care)
- 增加财富 (Growing Into Wealth)
下载 |
|
|
Options – 2011 年春季刊
文章包括：
- 您的遗产计划是否是最新的？(Is Your Estate Plan Current?)
- 保证金账户 – 值得冒险？(Margin Accounts - Worth Their Risk?)
- 税率依然对投资者有利 (Tax Rates Remain Favorable for Investors)
- 减税政策期限延长 (Tax Relief Gets a Longer Life)
- 调查一支股票 (Vetting a Stock)
- 退休困境 (A Retirement Dilemma)
- 对 REIT 的新看法 (A New Look at REIT's)
下载 |
|
|
Options – 2011 年冬季刊
文章包括：
- 详细了解您的风险承受能力 (A Closer Look at Your Risk Tolerance)
- 谨慎之举 (A Cautious Approach)
- 保证金账户 – 值得冒险？(Margin Accounts - Worth Their Risk?)
- 捐赠财产？(Donating Property?) 您可能需要估价 (You May Need an Appraisal)
- 多样化和税款？(Diversification and - Taxes?)
- 报告基础新规定 (New Rules for Reporting Basis)
- 带 QPRT 的赠予财产 (Gifting Property with a QPRT)
|
|
Options – 2010 年秋季刊
文章包括：
- 切勿忽略对流动资金的需求 (Don't Overlook the Need for Liquidity)
- 带走公司股票 (Leaving with Company Stock)
- 担任执行官 (Serving as Executor)
- 慈善 – 转移财富的计划 (Philanthropy - A Plan for Transferring Wealth)
- 年终税务规划策略 (Tax Planning Strategies for Year's End)
- 停留在货币市场 (Park It in the Money Market)
- 向全球市场扬帆起航 (Setting Sail for Global Markets)
下载
|
 |
Options – 2010 年夏季刊
文章包括：
- 即将退休人群的目标 (Goals for the Soon-to-Retire Crowd)
- 注意 Roth 谈话 (Take care with Roth Conversions)
- 保持财产和家庭的平安 (Keeping Peace - and Your Property - in the Family)
- 共同基金困境 (The Mutual Fund Dilemma)
- 用保护地役权保护您的孩子 (Preserve Your Lad with a Conservation Easement)
- 保健改革与提税 (Health Care Reform and Higher Taxes)
- 收入投资 – 领地巡游 (Income Investing - Navigating the Territory)
下载
|
|
Options – 2010 年春季刊
文章包括：
- 投资策略：识别限制 (Investment Strategies:Recognizing Their Limitations)
- 退休提款 – 规划帮助 (Retirement Withdrawals - Planning Helps)
- 传递资产 – 不要犯错 (Passing On Assets - Make No Mistakes)
- 共同基金和 ETF：适用相同原则 (Mutual Funds and ETFs:The Same Rules Apply)
- 交易窗口之外 (Outside the Trading Window)
- 拒绝和继承 (Refusing and Inheritance)
下载
|
|
Options – 2010 年冬季刊
文章包括：
- 谨记目标，审查投资组合 (Review Your Portfolio with Goals in Mind)
- 给风险搭梯子 (Ladder Your Risks)
- 考虑退出策略 (Consider Your Exit Strategy)
- 为房产选择替代估价 (Electing Alternate Valuation for an Estate)
- 考虑人寿保险礼品 (Consider a Gift of Life Insurance)
- 税款对虚幻收入是真实的 (Taxes Are Real on Phantom Income)
下载
|
|
Options – 2009 年秋季刊
文章包括：
- 最佳案例情景：没有共同之处 (Best-case Scenario:Nothing in Common)
- 新的 529 策略？(A New 529 Strategy?)
- 谨记税金，审查投资组合 (Review Your Portfolio with Taxes in Mind)
- 在当今经济环境下投资债券 (Investing in Bonds in Today's Economic Climate)
- 教孩子致富 (Teach Your Children Wealth)
- 礼品纳税申报：原则 (Gift-tax Returns:The Rules)
- 生前给予 (Give While You Live)
下载
|
|
Options – 2009 年夏季刊
文章包括：
- 您的投资 – 抓住机会 (Your Investments - Seize the Day)
- 谁才是老板 (Who's the Boss)
- 融资 – 可以考虑的选择？(Refinancing - An Option To Consider?)
- 帮助挚爱的人走出困境 (Help Out Your Loved Ones)
- 新兴市场 – 平衡风险和回报 (Emerging Markets - Balancing Risk and Reward)
- 市值很重要 (Market Cap Matters)
- 是重温您房地产计划的时候了吗？(Is It Time To Revisit Your Estate Plan?)
下载
|
|
Options – 2009 年春季刊
文章包括：
- 购买和持有策略的两个方面 (Both sides of a Buy-and-Hold Strategy)
- 您的未来？(In Your Future?)
- 做出分销决策 (Making Distribution Decisions)
- 捐赠艺术收藏 (Donating an Art Collection)
- 家庭基础 – 能否推进您的目标？(A Family Foundation - Will It Further Your Goals?)
- 投资：绿股是新的黑马 (Investing:Green Is the New Black)
- 利用幸存人寿保险免税 (Survive Taxes with Survivorship Life Insurance)
下载
|
|
Options – 2009 年冬季刊
文章包括：
- 等待市场下滑结束 (Waiting Out a Market Slide)
- 国家警示 (Country Caution)
- 调整应对通货膨胀 (Adjusting for Inflation)
- 税务减免 – 帮助保持底线 (Tax Breaks - Help for Your Bottom Line)
- 继承财富 – 准备度系数 (Inheriting Wealth - The Readiness Factor)
- 跟您的受托人谈谈 (Talk to Your Trustee)
- 在动荡不定的市场中退休求幸存 (Surviving Retirement in a Volatile Market)
下载
|
|
Options – 2008 年秋季刊
文章包括：
- 当您的情绪决定您的投资时 (When Your Emotions Make the Investment Decisions)
- 警惕 ISO (Be Cautious with ISOs)
- 评估慈善 – 来自 IRS 的帮助 (Evaluating a Charity - Help from the IRS)
- 利用一份说明书指导挚爱的人 (Guide Loved Ones with a Letter of Instruction)
- 利用第三方信托保护资产 (Protecting Assets with a Third-party Trust)
- RMD 提醒 (RMD Reminder)
- 争取较低税单仍有时间 (There’s Still Time for a Lower Tax Bill)
下载 |
|
Options – 2008 年夏季刊
文章包括：
- 彻底审查迎接退休 (Greet Retirement with a Thorough Review)
- 一个词：简化 (In a Word:Simplify)
- 投资收入 - 更多留住您的所有 (Investment Income - Keep More of What’s Yours)
- 寿险和房地产 (Life Insurance and Your Estate)
- 财富和价值 - 将两者都传递给您的继承人 (Wealth and Values - Passing Both on to Your Heirs)
- 未来是什么 (What the Future Holds)
- IRA 受益人：三思而后行 (IRA Beneficiaries:Look Before You Leap)
下载 |
|
Options – 2008 年春季刊
文章包括：
- 房地产规划 – 借助低利率的一些帮助 (Estate Planning - With Some Help from Low Interest Rates)
- 在销售中求幸存 (Surviving a Sale)
- NUA 策略 (The NUA Strategy)
- 明智之举：保持投资 (A Sensible Approach:Stay Invested)
- 开展政策审查 (Conducting a Policy Review)
- 电子邮件：警示录 (E-mail:A Cautionary Tale)
- 当需要考虑特殊需求时 (When Special Needs Are a Consideration)
下载 |
