Timothy Sumer

The message from Budget 2023 is loud and clear: taxation shouldn't influence your investment decisions. The tax arbitrage of Market Linked Debentures over bonds is gone, and mutual funds no longer offer indexation benefits. Does that mean fixed deposits are the only solution? Certainly not. While fixed deposits score high on predictability of return, there’s more to it than meets the eye. For example, did you know that investors have lost their capital on fixed deposits? Or that your deposits are insured only up to Rs. 5 Lakhs? Or that mutual funds still provide a different kind of tax benefit? Join us in this Finesse webinar to explore the changing landscape of fixed-income investing so that you can make safe and smart investment choices! __________________________________________________ ithought is a SEBI Registered Investment Advisor (INA200004276). We offer investment advisory services on mutual funds, financial planning services, and portfolio management services...

Joe Anderson - President of Pure Financial and from the Financial Radio Show, "Your Money, Your Wealth" - discusses strategies about the new Roth IRA provision in the Thrift Savings Plan IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Register Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended...