Tax Management

Ideas to help manage investments in a more tax efficient manner.

ETF Tax Efficiency

Notes on the tax advantages of Exchange Traded Funds (with a discussion of the special situation of Vanguard ETFs).

Tax Impacts of ETFs

Historical data showing the reduction in tax liabilities achieved by using ETFs.

Utilizing Your Tax-Sheltered Accounts

Analysis of the best types of index funds to keep in your tax-sheltered accounts.

All About IRAs

Discussion of Traditional and Roth IRAs.

Qualified Dividends

Information on how qualified dividends are defined by the IRS.

Donor Advised Funds

Some thoughts on donor advised funds for making charitable contributions in a tax efficient manner.