To reduce the potential tax burden on investors in the event that dividend tax rates increase in 2013, a number of registered investment companies recently accelerated dividend distributions or chose to make special distributions in anticipation of increases in tax rates on dividend income. These special distributions of income are an important part of portfolio management and income tax planning for 2012. Notice the record date, ex-dividend date, payable date and amount per share. If you have any questions about these special distributions or other tax and investment strategies, then contact my office.
Chris Bryant, MBA, RFC® is the founder and chief executive officer (CEO) of Bryant Wealth Management, Inc., an independent, fee-only, registered investment adviser. Bryant provides financial planning services for individuals, families, trusts, estates, 401(k) plans, IRAs, and pension plans. Chris has a Masters Degree of Business Administration in Financial Planning from Glendale University and the advanced designation Registered Financial Consultant from the International Association of Registered Financial Consultants. Since 1999, Chris has devoted himself to the practice of financial services – helping people make money, save money, protect money, have convenience and peace of mind. Connect with Chris by E-mail or call toll-free 1-800-980-3048.
Chris Bryant is an American financial advisor.