Because convertible bonds behave like both a stock and a bond, investors have developed strategies for deciding when and whether to convert the bond into shares of stock.
About us
Everyone has their own idea of what financial freedom means. What is your vision? How do you plan on achieving success? The team at Corvus Capital, LLC, is here to help make your vision a reality. As a locally owned and operated independent business, Corvus Capital offers a comprehensive suite of services, tailored to the needs of our clients. We provide financial planning and investment portfolio management as well as shop life, disability and long term care insurance. Since we are not tied to any particular products or services, we offer independent, unbiased research and guidance designed to help individuals and families navigate a clear path toward financial freedom. To compliment our business services, we host educational and social events throughout the year, which provide our clients additional opportunities for success. Our approach is unique and we take pride in knowing all of our clients personally as well as professionally. All securities are offered through Parkland Securities, LLC, an independent, privately-owned, full-service broker dealer (member of FINRA and SIPC).
- Website
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http://www.corvuscapitalllc.com
External link for Corvus Capital, LLC
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Louisville, KY
- Type
- Partnership
- Founded
- 2007
- Specialties
- Financial Planning, Portfolio Management, Retirement Planning, and Life,Long-Term Care and Disability Insurance
Locations
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Primary
Get directions
2950 Breckenridge Lane, Suite 6
Louisville, KY 40223, US
Employees at Corvus Capital, LLC
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Chad Perkins
Founding Partner & Portfolio Manager with Corvus Capital LLC focused on Retirement | Income | Investment Planning
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Trish Scott
Client Service Representative at Corvus Capital, LLC
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Jenny Dobbins
Director Of Client Services at Corvus Capital, LLC
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Jeffrey (Jeff) Caufield II, AIF®
Founding Partner & Chief Business Development Officer at Corvus Capital LLC | Retirement | Income | Investment Planning
Updates
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Planning does not end after Tax Day. Explore four essential steps to ensure financial health after filing your returns.
Tax Day Is Over. Here’s 4 Things To Do After Filing Your Returns
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Find out more
Market Week: April 22, 2024 (Video)
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The five-year rule is a method of taking post-death required minimum distributions from an IRA or an employer-sponsored retirement plan account. Under this method, the IRA or plan beneficiary must receive the entire balance of the inherited account within a five-year period. The five-year period ends on December 31 of the calendar year that contains the fifth anniversary of the IRA owner's or plan participant's death. Distributions may be taken in any amount and at any time within the five years. However, if any funds remain in the IRA or plan after the five-year period has passed, those funds will generally be subject to a 25% federal penalty tax (10% if the distribution is corrected in a timely manner).
Withdraw the Entire Amount of an Inherited IRA or Retirement Plan within Five Years (Five-Year Rule)
advisorstream.com
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Fear of missing out’ has been replaced by ‘OK missing out.’ Why it’s time to sit back and wait for the stock market to do its thing.
‘FOMO’ Is Dead. Welcome to the ‘OMO’ Stock Market.
advisorstream.com
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The stock market gave 401(k)s a 19% boost last year. Inflation cooled. Still, lots of people feel no closer to hitting their magic number for retirement.
The New Magic Number for Retirement Is $1.46 Million. Here’s What It Tells Us.
advisorstream.com
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Many Americans believe that the economy and their finances are worse than they really are.
What’s Wrong With the Economy? It’s You, Not the Data
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Find out more
Market Week: April 15, 2024 (Video)
advisorstream.com
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The life expectancy method is a method of taking distributions from an inherited IRA or employer-sponsored retirement plan account. As the name suggests, it allows you to take post-death distributions based on your life expectancy. Under this method, you must receive a certain minimum amount each year. You can always take larger distributions than required, but if you withdraw less than required in any year, a 25% (10% for late distributions made in a timely manner) federal penalty tax will apply to the undistributed required amount. The annual required distributions are calculated to dispose of the entire balance in the inherited IRA or plan over your remaining life expectancy. The applicable life expectancy is determined according to IRS life expectancy tables.
Withdraw from an Inherited IRA or Retirement Plan Using the Life Expectancy Method
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Tax day is almost here, and, thanks to higher interest rates, many investors are finding they earned a lot more income from their portfolios in 2023—and now they owe the government a piece of it.
5 Ways to Cut Your Taxes on Income Investments
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