For taxpayers who are relying on their retirement plans on a month-to-month basis for living expenses, the expiration of the suspension won’t be an issue. For those who had extra cash on hand, however, it could provide something of a windfall this tax season.
With SAM, advisors have full control over the investment experience. They retain control over asset allocation and product selection, either using their own or accessing them from third parties on SAM's open-architecture Model Distribution Service.
"This launch is a major step forward—not only in democratizing access to hedge-like strategies through the ETF structure, but in advancing our investment platform to deliver the exposures clients are actively asking for."