Show:
PGC
Tax Changes
SMA
Clear
Fidelity
100
What is COLA for PGC
What is 2.5
100
What are the captial gains brackets
What is 0, 15, 20
100
What is the Beta of tax sensitive SMA
What is 1%
100
What is M&E
What is .75
100
What is address of Fidelity office in Boston
What is 245 Sumner
200
What is healthcare COLA
What is 5.5
200
When does the new alimony rule go into effect? Not being able to deduct your payments.
What is 1/1/2019
200
What is Yield for Equity Income SMA
What is 2.84
200
What is payout of 66 year old single client
What is 5.5%
200
When was Fidelity Started
What is 1946
300
How many scenarios does Monte Carlo run
What is 250
300
What is the bracket SINGLE, Married, that folks pay the .9% surtax
What is 200k and 250k
300
How many securities are in Equity Income SMA
What is 99
300
What is max deferment time frame?
What is 10 years
300
Where did Abby go to school
What is Harvard
400
Describe Effective tax rate in PGC
What is the average they pay on their taxes
400
What is new Estate Tax limit, what is tax over, and is it portable?
What is 11.2, 40%, Yes
400
What is Beta for it, how do you talk about it.
What is .93 risk compared to the S&P
400
What is max issue age
What is 80
400
How many employees to do we have?
What is 45,000
500
In what order does PGC assume distribution
What is After Tax, Tax Deferred, Roth
500
What are the new Marginal brackets
What is 10, 12, 22, 24, 32, 35, 37
500
How many securities are in Tax Sensitive SMA
What is 225
500
How much requires prior approval from compliance
What is 1 mil
500
How many branches do we have?
What is 196