Tax Management
Ideas to help manage investments in a more tax efficient manner.
Ideas to help manage investments in a more tax efficient manner.
Notes on the tax advantages of Exchange Traded Funds (with a discussion of the special situation of Vanguard 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.
Discussion of Traditional and Roth IRAs.
Information on how qualified dividends are defined by the IRS.
Some thoughts on donor advised funds for making charitable contributions in a tax efficient manner.