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Tigris is an investment company supporting American citizens living inside and outside the United States, U.S. legal residents, as well as global investors seeking to invest in the U.S. stock market
If you still maintain an inactive employer sponsored retirement account (e.g., a 401k plan) you are able to rollover your retirement plan accrued through a former employer to an Individual Retirement Account (IRA) that is tax and penalty free.
One of the most effective ways to save for college is with a 529 savings plan. More than a million families have invested with CollegeAmerica making it the nation’s largest 529 savings plan. It’s a tax-advantaged way to save for college tuition and expenses. Your 529 savings plan withdrawals will be free from federal tax as long as you use them for qualified education expenses like room and board, tuition, and required books/supplies for higher education. You can also use your 529 plan to pay for K-12 tuition up to $10,000 per year per beneficiary.
If you currently maintain an employer-sponsored retirement account (e.g., a 401k plan), Independent Retirement Account (IRA), brokerage, and/or 529 savings plan, a research shows that you can generate 4-5% higher returns per year, net of fees, by having the account(s) professionally managed with the compounding effect this can yield up to 75% more wealth over 20 years. Using our partnership with Pontera we can trade, manage, and bill an outside account for a client as part of a holistic portfolio.
A brokerage account is an example of a taxable account. These accounts do not have any tax benefits, but they offer fewer restrictions and greater flexibility than tax-advantaged accounts such as individual retirement accounts (IRAs) and 401(k)s. Unlike an IRA or a 401(k), a brokerage account allows you to withdraw your money at any time, for any reason, with no withdrawal tax withholding or penalty.
* Discretionary accounts allow the portfolio manager (Tigris) to freely make decisions regarding the account(s)whereas non-discretionary account(s) require approval from the owner (you) on all decisions made.
** Except Citizens of the EU and Sanctioned Countries. See complete list here.
Contact us via email, phone, or the contact form below with any questions or requests for additional information. We look forward to hearing from you!
Address: 7575 Frankford Rd Apt 2825, Dallas, TX 75252, United States