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.
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.