Sponsored by Parametric
Watch as Jeremy Milleson, Director, Investment Strategy with Parametric, discusses the benefits of gifting securities with Diana Britton, Managing Editor for WealthManagement.com.
- What are the benefits of gifting securities instead of cash?
- What should advisors and clients consider when gifting in a separately managed account?
- How can gifting be used to replenish a client’s cash bucket?
- How can gifting be used to manage adjusted gross income, given that clients will likely be faced with higher tax rates in the future?