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Resource Library

White papers, published articles and online presentations providing knowledge and perspective in the essential areas of a comprehensive wealth management practice.

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About Our Team

Read about the Wealth Management Services team, our capabilities and how to contact us.

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Intro to CIMA

A comprehensive training session designed to assist advisors in their preparation for the Certified Investment Management Analyst (CIMA) designation.

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New Frontiers

Read our current newsletter for advisors or access the New Frontiers archive.

Asset Location Strategies in Retirement Accounts
John Nersesian, CIMA, CFP®, CIS, Managing Director, Nuveen Investments Wealth Management Services, shares a few thoughts on how you can make the most of your retirement investments.

Featured Resources

  •  Tax Facts Quick Reference 2010
    This resource provides a summary of key rates and thresholds impacting income, social security, estate, retirement and investment taxes.
  •  White Paper: Where Assets Are Owned Can Be As Important as the Type of Assets Owned
    This paper discusses the impact tax treatment can have on assets placed in different account types. Hypothetical examples demonstrate the potential benefits of asset location strategies among taxable, tax-deferred and tax-exempt accounts.
  •  Briefing Paper: Weighing the Roth Conversion Opportunity
    Effective January 1, 2010, more investors will have the opportunity to convert taxable retirement savings into a Roth IRA, where qualified distributions are tax-free. This paper examines who might consider converting all or a portion of their qualified, tax-deferred assets to a Roth IRA; compares characteristics of traditional and Roth IRAs; and presents key considerations when converting to a Roth IRA.
  • The Nuveen Investments Wealth Management Services website contains informational and educational materials relating to financial matters. Such materials are not intended to constitute an offer, solicitation, recommendation or advice regarding any securities, funds or investment strategy. Materials are current as of the date indicated on each piece, and such materials may become outdated or otherwise superseded at any time without notice to you.
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