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Share Name | Share Symbol | Market | Type |
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E TRADE Financial Corporation | NASDAQ:ETFC | NASDAQ | Common Stock |
Price Change | % Change | Share Price | Bid Price | Offer Price | High Price | Low Price | Open Price | Shares Traded | Last Trade | |
---|---|---|---|---|---|---|---|---|---|---|
0.00 | 0.00% | 49.26 | 48.50 | 51.87 | 0 | 01:00:00 |
Despite heavy trading in retirement accounts to manage tax liabilities, most do not employ all the tactics at their disposal
E*TRADE Financial Corporation (NASDAQ:ETFC) today announced results from the most recent wave of StreetWise, E*TRADE’s quarterly tracking study of experienced investors. Results reveal that while many investors are tax conscious, most do not use all the tools available as they plan for taxes each year.
Trading more frequently in tax-advantaged accounts is the top tactic — more than twice as popular as selling losing positions, at second place. According to the survey, the most popular tax tactics in order are:
1. Investing in tax-advantaged accounts, such as 401(k)s, 403(b)s, IRAs and Health Savings Accounts (45 percent).
2. Selling positions that have lost value in order to offset capital gains (18 percent).
3. Holding investments for at least one year to reap lower tax rates on gains (17 percent).
4. Investing in tax-free municipal bonds (10 percent).
5. Investing in tax-advantaged deferred annuities (6 percent).
6. Investing in funds with low portfolio turnover (4 percent).
“To prepare for retirement, it is critical to invest with discipline,” said Lena Haas, SVP of Retirement, Investing and Savings at E*TRADE Financial. “Understanding tax implications is key to successfully executing an investment plan and, if overlooked, can hinder overall returns. Like contributions and investment choices, tax implications deserve considerable attention and thoughtfulness.”
Ms. Haas also observed the following additional insights from the survey:
E*TRADE is a partner in helping investors balance today’s needs with tomorrow’s goals, through pioneering digital tools and personalized, smart guidance online and from seasoned financial consultants. To learn more about E*TRADE’s trading and investing platforms and tools, visit etrade.com.
For useful insights from E*TRADE and third-party investment professionals, follow the Company on Twitter, @ETRADE.
About E*TRADE Financial
E*TRADE Financial and its subsidiaries provide financial services including online brokerage and banking products and services to retail customers. Specific business segments include Trading and Investing and Balance Sheet Management. Securities products and services, including stocks, bonds, mutual funds, ETFs, retirement accounts, education and online tools are offered by E*TRADE Securities LLC (Member FINRA/SIPC). Managed Account Solutions are offered through E*TRADE Capital Management, LLC, an investment adviser registered with the Securities and Exchange Commission. Bank products and services are offered by E*TRADE Bank, a Federal savings bank, Member FDIC, or its subsidiaries and affiliates. E*TRADE Financial Corporation and its affiliates do not provide tax advice, and you always should consult your own tax advisor regarding your personal circumstances before taking any action that may have tax consequences. More information is available at www.etrade.com. ETFC-G
About ResearchNow
ResearchNow, a leading digital data collection provider, powers market research insights. They enable companies to listen to and interact with the world’s consumers and business professionals through online panels, as well as mobile, digital and social media technologies. Their team operates in over 20 offices globally and is recognized as the market research industry’s leader in client satisfaction. They foster a socially responsible culture by empowering their employees to give back. To find out more or begin a conversation, visit www.researchnow.com.
About the Survey
This wave of the survey was conducted from Jan. 8 to Jan. 16 of 2015 among an online U.S. sample of 945 self-directed active investors who manage at least $10,000 in an online brokerage account. The survey has a margin of error of ±3.2 percent at the 95 percent confidence level. It was fielded and administered by ResearchNow. The panel is 65 percent male and 35 percent female with an even distribution across online brokerages, geographic regions and age bands.
Important Notices
E*TRADE Financial, E*TRADE and the E*TRADE logo are trademarks or registered trademarks of E*TRADE Financial Corporation.
© 2015 E*TRADE Financial Corporation. All rights reserved.
E*TRADE Financial Corporation and ResearchNow are separate companies that are not affiliated. E*TRADE Financial Corporation engages ResearchNow to program, field and tabulate the study.
Photos/Multimedia Gallery Available: http://www.businesswire.com/multimedia/home/20150331005136/en/
E*TRADE Media RelationsThayer Fox, 646-521-4418thayer.fox@etrade.comorE*TRADE Investor RelationsBrett Goodman, 646-521-4406brett.goodman@etrade.com
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