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.

New taxes require strategies to maximize after-tax return

Abram Claude, Vice President, Columbia Management Learning Center | March 18, 2014

Higher earners with taxable investments are most susceptible to triggering the net investment income tax, a surtax of 3.8% that applies to taxable investments. An asset location strategy involves placing a greater percentage of the most tax-sensitive investments in tax-deferred accounts. Retirement plans offer significant opportunities for participants and business owners to reduce taxable income.