Blog

The benefits of tax planning

Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax- advantaged strategies when building your portfolio. You don’t want to pay any more in tax than you have to. That means taking advantage of every strategy, deduction, and credit that you are entitled to. Tax-deferred and tax-free investments Tax deferral is the process of delaying, until a future year, the payment of taxes on income you earn in the current year. For example, the money you contribute to a retirement account (such as a 401(k) or deductible IRA) isn’t taxed until

Read More »

Johns Hopkins event promotes Islamic finance, SRI

On Tuesday, February 25, a group of government officials, academics, professionals, and students crowded into Rome Auditorium at 6:00 pm on the Washington, DC campus of Johns Hopkins University’s School of Advanced International Studies. They were there to hear panelists explore the interplay between Islamic finance and socially responsible investing, or SRI. The event, sponsored by the DC Interfaith Network and the Student Middle East and North Africa Club at Johns Hopkins University, aimed to demystify the sometimes misunderstood concept of Islamic finance and investing. “The original title of the event was, ‘Islamic Finance and Socially Responsible Investing: What we can

Read More »

Will you be ready when the DOL comes knocking?

Deferring taxes can be a powerful investment decision. Qualified retirement plans such as 401(k) plans allow you to defer significant amounts of money. Moreover, combining tax free contributions with tax-deferred growth can be a sound long term investment. The dollars that would have gone to pay taxes remain in your account. It’s more money working for potential returns. If you’re an employer who sponsors such plans, it also means meeting your fiduciary responsibilities. Your plan is subject to the Employee Retirement Income Security Act (ERISA) which is administered by the Department of Labor (DOL). Under ERISA, you have important responsibilities

Read More »

Latest Blog Posts