Tara Thompson Popernik, CFA, CFP®Director of Research—Wealth Strategies Group19 Years at AB 19 Years of experience Tara Thompson Popernik was named the Director of Research for the Wealth Strategies Group in 2011 and is responsible for leading research initiatives on investment planning and asset allocation issues facing high-net-worth families, family offices, and endowments and foundations. Previously, she was a wealth management specialist, and before that she was a senior investment planning analyst. Prior to joining the firm in 2003, Tara was a paralegal in the Capital Markets Group of Cadwalader, Wickersham & Taft. She earned a BA with honors in comparative literature from Dartmouth College. Tara is a Chartered Financial Analyst charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.
December 22, 2014 This Deal Won’t Last: Give to Charity Now! by Tara Thompson Popernik Philanthropic US taxpayers should greet the Tax Increase Prevention Act of 2014 with holiday cheer. The law extends several expired tax provisions for 2014 only—including qualified charitable IRA distributions. But other giving strategies may make some taxpayers merrier come tax time. Likes 0 SHARE Bookmarks
October 23, 2013 Putting Tax-Deferred Accounts to Best Use by Kathleen M. Fisher, Tara Thompson Popernik The common wisdom about retirement planning is to fund tax-deferred vehicles such as 401(k) plans and IRAs to the max—and we agree. But how to put these accounts to best use is more complicated. Multi-Asset Likes 0 SHARE Bookmarks
August 23, 2012 The Five Biggest Myths of Retirement Planning by Tara Thompson Popernik In the world of retirement planning, some myths persist, despite continued efforts to debunk them. Below, my colleague Tara Thompson-Popernik discusses a few of the most stubborn myths we encounter. Likes 0 SHARE Bookmarks