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Tax Efficient Investing

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Tax Efficient Investing News

Mutual Fund Shareholders Should Protest Unfair Tax

Monday Aug 31, 2009

If you 're among the millions of investors who own mutual funds in taxable accounts -- and, therefore, have been unfairly taxed on the funds' annual distributions of long-term capital gains -- you now have what may be your most timely opportunity in years


Tax Rates For Dividends: What's Ahead

Tuesday Jul 21, 2009

Low tax rates for dividends are scheduled to end after 2010. Will the rates stay the same or go up in 2011?


Need cash? Be tax-smart when tapping your assets

Wednesday Apr 29, 2009

Ed Slott, IRA guru, offers advice on how to tap cash reserves from your investment portfolio, standard income, IRA and 401(k) without forfeiting too much to taxes.


BABs: A Bond-Fund Star Is Born

Monday Mar 9, 2009

The stimulus program will give an added boost to federally subsidized bond mutual funds.


Index-Tracking Funds Can Lessen Tax Bite

Saturday Apr 26, 2008

Investing in taxable mutual funds may mean losing a big chunk of your returns to taxes. This WSJ article suggests index funds may be a better choice for taxable investors - even if they aren't getting the same returns as managed funds on a before tax basis. One other bonus: their fees are lower.


Misconceptions can arise as banks push annuities over CDs

Thursday Mar 6, 2008

Think the only difference between a tax-deferred fixed annuity and a CD is the annuity's higher rate? This MarketWatch article examines common misconceptions about tax-deferred annuities and sets the record straight.


Heavenly Tax Havens

Monday Feb 25, 2008

Tax haven countries have been proven to be not only stable and well-governed, but prosperous and popular. But what about non-tax haven countries? This article explores the world economy and why tax havens keep everything in check.  


Play the Mutual Funds, Pay No Taxes

Saturday Jan 5, 2008

Warnings on taxes and mutual funds often come at the end of the year (Don't buy now! Many mutual funds are about to distribute a big pile of gains!!). If you're reallocating your investments this month, however, it's good to pay attention to some tax advice now as well. Index funds and exchange-traded funds, in addition to performing ...


ETF Lifecycle Funds: Low Fees, Tax Efficient

Friday Dec 21, 2007

Lifecycle funds are making their way into exchange-traded funds as investors pursue options with lower fees and greater tax efficiency.


Tame the Tax Bill Instead of Timing the Market

Friday Dec 21, 2007

A volatile market often tempts investors to trade. If your investments are well-diversified, though, advisers say you are probably better off using the urge to tinker to focus on taxes.


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