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Must-Knows About Qualified Opportunity Funds

New tax codes offer tax deferral opportunities for realized capital gains when they’re invested in a Qualified Opportunity Fund. Wealth Advisor Helen Modly on what we know about how this new program will work, and some of its unanswered questions.

It rarely makes sense to let the tax tail wag the investment dog. You should not focus on tax savings at the expense of making concentrated investments in risky assets (and taking uncompensated idiosyncratic risks) often with high fees.

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The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2018, The BAM ALLIANCE®

Helen Modly

Wealth Advisor

Helen has an almost insatiable intellectual curiosity and professional energy. She has earned the Chartered Financial Consultant, CERTIFIED FINANCIAL PLANNER™ professional and Certified Private Wealth Advisor℠ designations. Helen is a prolific writer, and her columns appear regularly in MorningstarAdvisor and Horsesmouth.com. She is recognized as a specialist in retirement income planning and is frequently quoted in publications such as the Wall Street Journal, Forbes, Money Magazine, Business Week and The Washington Business Journal. She enjoys speaking on financial planning and investment topics and has presented at both local and national financial planning conferences, local bar associations and CPA groups.

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