Perspectives Blog

Abram Claude, Vice President, Columbia Management Learning Center

Abram Claude is vice president of the Columbia Management Learning Center®, the value add program for Columbia Management Investment Distributors, Inc. (CMID). Mr. Claude is a member of the national speaker bureau and has spoken extensively on retirement and education planning topics. He joined the firm in 2002 and has been a member of the investment community since 1987.

Prior to joining the financial services industry, Mr. Claude held several executive roles with nonprofit public policy organizations, served on the staff of a U.S. congressman and was chief of staff for a Massachusetts state senator. He began his career in financial services at Fidelity Investments and held positions with responsibility for capacity forecasting, business analysis, public relations, and product management and marketing for college savings and retirement plans.

Mr. Claude earned his B.A. in history from Boston University. He holds the Series 7, 63, 66, 26 and 53 licenses.

What is the Net Investment Income Tax, and how is it calculated?

Abram Claude, Vice President, Columbia Management Learning Center | September 18, 2013

The Net Investment Income Tax is a new, permanent tax that is effective beginning in 2013. Investors who break a certain modified adjusted gross income threshold may face a 3.8% surtax. This tax is in addition to any ordinary income or long-term capital gains tax obligations. The Columbia Management Learning Center is dedicating a series