The Pros and Cons of Investment Holding Methods

Holding shares of stock in a street name merely means that the certificates, if any, are registered to your broker or financial firm.

With the passage of the Gramm-Leach-Bliley Act of 1999, asset management accounts burst onto the scene simplifying the financial lives of millions of Americans. This article explains what asset management accounts are, how they came into existence, and what they can do for you.

A limited liability limited partnership or LLLP for short is a new form of limited partnership that allows the general partner to avoid personal liability for company debts. Roughly half of the states in the United States allow for the creation of limited liability limited partnerships and some high profile businesses, such as CNN, have opted to take advantage of it.

As a new investor, you may not realize it, but there are limited partnerships that are publicly traded and they are called master limited partnerships. That means when you call your broker to make an investment, you aren’t actually buying shares of stock. Instead, you are buying “limited partnership units”, or LP units as they are sometimes called. These often have much different tax rul…

There are six major advantages to forming a limited partnership. These include flexibility, the ability to pool money with friends and family, access to economies of scale, and much more.

As a new investor, you may not realize the difference between investing in limited partnerships compared to buying shares of stock. The tax consequences, as well as advantages and drawbacks, are significant. From buying limited partnership units through a stock exchange and your brokerage account to forming one so you can invest with family and...

A limited liability company or LLC is a special type of company that gives the investors limited liability and provides benefits such as pass-through taxation to avoid the double taxation of dividends.

Limited Liability Companies, or LLCs, have become so prevalent in the past twenty years among investors, corporations, and families seeking to protect their assets that it is important for you, as a new investor, to understand how they work, why you should care, and some of the tax implications. This collection of LLC articles will explain the...

All limited liability operating companies, or LLCs, are supposed to be governed by a contract that the investors sign amongst themselves. This contract is known as an LLC operating agreement. An LLC operating agreement can be filled with virtually any provision that is legal and in compliance with tax law. Here are some of the more popular provisions put into standard limited liability company…

A Nevada LLC is one of the most popular types of limited liability companies. That is because by forming an LLC in Nevada, you can enjoy asset protection, no taxes, and a host of other benefits.

A Delaware LLC is a limited liability company incorporated in the state of Delaware. Many investors prefer a Delaware LLC because it offers privacy benefits, special tax benefits, and much more.

One of the best uses of a limited liability company is as a vehicle for families to pool their money together to invest alongside one another. The benefits of a family pooling their money through a limited liability company to invest in everything from stocks, bonds, and real estate to mutual funds and start-up businesses come mostly from the...