Taxes

• Charitable Giving
  Associates can make charitable contribution to qualified non-profit organizations and have the company match their gift dollar-for-dollar, up to $5,000 per year.
• Tax Services
  Access the resources you need for tax preparation and filing, including capital gains distributions reports, and supplemental tax information documents.
• Income Tax
  After-tax returns are calculated using the historical highest individual federal marginal income tax rates and the 3.8% net investment income tax, and do not reflect the impact of state and local taxes. If the Fund has realized capital losses, the return after taxes on distributions and sale of fund shares may be higher than the return before taxes and the return after taxes on distributions. The calculation of return after taxes on distributions and sale of fund shares assumes that a shareholder has sufficient capital gains of the same character to offset any capital losses on a sale of fund shares and that the shareholder may therefore deduct the entire capital loss. After-tax returns depend on an investor's tax situation and may differ from those shown. Post-liquidation returns may be adversely impacted by an investor's deferred tax liabilities. After-tax returns shown are not relevant to investors who hold their Fund shares through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts.
• Capital Gains Taxes

Investment

• Investment Management
  We provide outsourced CIO (OCIO) solutions as well as custom investment solutions such as consulting, dynamic, multi-asset class investment management, and implementation services to healthcare organizations of all sizes and levels of complexity.
• Mutual Funds
  Performance information is historical and does not guarantee future results. Investment return and principal value will fluctuate so that redeemed shares may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Current to the most recent month-end performance for Russell Investment Company mutual funds is available by visiting: https://russellinvestments.com/us/fund-center/performance-pricing.
• Bonds
• Wealth Management
  Implementing a defined framework for discovery into your wealth management process provides a distinct opportunity to build deeper relationships with your clients. Be sure to review clients’ goals, circumstances and preferences, and financial plan at each meeting.

Accounting

• Accounting Services

Planning

• Financial Planning
• Retirement Planning
  Millions of people around the globe depend on DB pension plans to ensure a dignified retirement. As a fiduciary, it falls on you to fulfill your obligations, no matter what lies ahead. This is a weighty responsibility, and in these uncertain times, it may pose a substantial challenge. We can help.
• Asset Management
  Investment outsourcing goes by many names, including; fiduciary management, outsourced chief investment officer, outsourced CIO, OCIO, and just as there are many names, the model for which OCIO's service clients can vary widely too. The most common model includes asset allocation, manager selection and monitoring.