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The Motley Fool
November 6, 2009
Dan Caplinger |
3 Investments That Will Cut Your Taxes Let's talk about some investments that get preferential treatment from the tax man.   |
Financial Advisor
June 2012
Michelle Knight |
Bane Or Boon? Proposed tax changes could bring significant consequences for municipal bondholders. |
Financial Planning
May 1, 2006
Stuart Bromberg |
The Muni Option Municipal bonds and bond funds are still reasonably cheap and offer tax-free ballast to diversify a portfolio. But when advising clients about municipal bonds, it's important to assess whether the investors could be subject to the alternative minimum tax. |
The Motley Fool
April 13, 2010
Dan Caplinger |
The Tax-Smart Answer to Low Interest Rates Municipal bonds aren't risk-free, but they are attractive. |
The Motley Fool
January 29, 2010
John Rosevear |
Keep More of Your Profits at Tax Time How can you use your IRA(s) to lower your overall tax bill? |
Investment Advisor
October 2005
Kathleen M. McBride |
Relief Pitcher How do you spell relief from the alternative minimum tax? Try the Fidelity Tax-Free Bond Fund, a fund that provides strong returns largely free of the AMT heartburn. |
The Motley Fool
September 13, 2007
Dan Caplinger |
Make a Mint With Munis With falling yields elsewhere, municipal bonds look more attractive. Traditionally difficult to buy, it is now a little easier to purchase them with a new ETF, the iShares S&P National Municipal Bond Fund. |
Financial Planning
July 1, 2008
Donald Jay Korn |
Better Yields Yield can be found in a variety of places, from the most common to the highly esoteric. Here's a look at some of them. |
The Motley Fool
September 9, 2008
Dan Caplinger |
How Will November Affect Your Portfolio? It's far too early to guess who'll win the election in November. But it's never too early for investors to worry about what impact it could have on the stock market -- especially when it comes to proposed tax changes. |
The Motley Fool
June 13, 2007
Robert Brokamp |
Protect Your Retirement From Uncle Sam You'll retire sooner -- and better -- the more you keep Uncle Sam at bay. |
The Motley Fool
February 2, 2011
Dan Caplinger |
It's Time to Buy These Hated Investments Prices in the municipal bond market have been beaten down to the point where their yields make no sense -- and smart investors are starting to look for opportunity. |
The Motley Fool
December 6, 2006
Dan Caplinger |
How Many Taxes Can There Be? In considering the appropriate strategies to manage your taxes, you have to take these taxes into account: States and their income taxes... If it's a tax, it can't be simple... etc. |
The Motley Fool
January 14, 2010 |
6 Things Investors Should Know About Taxes Minimize the amount you have to pay on different types of investments. |
The Motley Fool
January 5, 2010
Dan Caplinger |
Don't Let This Destroy Your Financial Future How to lessen the tax man's sting. |
Financial Planning
February 1, 2008
Elizabeth O'Brien |
Fund Manager Profile: Not Your Dad's Munis Philip Condon seeks value along the yield curve for DWS Managed Municipal Bonds, which he has managed since 1990. |
Financial Advisor
May 2008
Marla Brill |
Munis' Turn To Shine One of the country's most influential fixed-income managers is enthusiastic about a municipal bond market that she says is more exciting than any she has seen in her 23-year career. |
Financial Advisor
September 2010
Riva D. Atlas |
The Muni Minefield Why a diversified portfolio of municipal bonds may be a safe place to invest despite the harsh words against them. |
On Wall Street
November 1, 2008
J Gibson Watson |
Opportunities Stirring in the Municipal Market For now, munis are trading at tight premiums to Treasuries -- but don't assume that means they are risk-free |
Financial Planning
July 1, 2010
Donald Jay Korn |
Handle With Care What could go wrong in the muni market? There are many possibilities. Spreads could widen, interest rates could increase or an upgrade in bond ratings could leave investors paying more for their munis. |
Financial Planning
January 1, 2009
Ilana Polyak |
Mining for Munis Warren Pierson, co-manager of the Baird Intermediate Municipal Bond fund, sees opportunity in this dark period. |
BusinessWeek
December 20, 2007
Lauren Young |
Steady Income in Unsteady Times In 2008, income hunters willing to take on a little risk can reap significant rewards. |
The Motley Fool
October 16, 2006
Zoe Van Schyndel |
Tax-Efficient Investing Strategies Don't get so carried away in the quest to avoid paying taxes that you skip good returns solely for a reduced tax bill. It may seem attractive to eliminate taxes altogether, but for most investors, taxes are inevitable. Manage them wisely. |
BusinessWeek
December 22, 2003
Mike McNamee |
Fattening 401(k)s Gets Easier, But... With the New Year, you'll be able to make larger tax-exempt contributions to your 401(k) plan. But if you're a super-saver who makes aftertax contributions, the changes have complicated things. |
The Motley Fool
September 20, 2006
Dan Caplinger |
Don't Defer Paying Tax: Part 2 Simple rules of thumb are handy for investors; in general, taking advantage of opportunities to eliminate or defer payment of tax is a smart move. |
Financial Advisor
June 2008
Bruce W. Fraser |
No Longer A Wallflower For your clients' fixed-income portfolios, now may be a desirable time to be thinking of investing in simple, plain vanilla investments. |
Financial Advisor
September 2005
Marla Brill |
The Case For Municipal Bonds Improving municipal bond yields could ease investor fear of rising interest rates. |
Financial Planning
April 1, 2005
Julian Block |
2010: The Taxes We'll Pay This is a golden age for investors, at least as far as taxes are concerned. Looking ahead, there are several ways your clients can take advantage of today's tax rules and prepare for tomorrow's. |
The Motley Fool
February 15, 2011
Dan Caplinger |
Save Yourself From the Bond Bear The possibility of losses in bonds has some people running scared, but you should stay smart. |
Financial Planning
October 1, 2009
Donald Jay Korn |
The Tax Dance In 2009, year-end planning may be anything but straightforward because of the extraordinary events of 2008 and the uncertain prospects for future tax rates. |
The Motley Fool
May 16, 2007
Dan Caplinger |
Trim Your Taxes With Treasuries Until you know the tax implications of a particular investment, you can't make a valid comparison. While high rates will often produce the highest after-tax returns, it's worth a second look to make sure you're not missing out on a better deal. |
The Motley Fool
January 25, 2010
Dan Caplinger |
Is California Dreamin'? Muni bonds are pricing in disaster. |
Financial Planning
July 1, 2007
Gene Fama Jr. |
Bonds for Wealth People often look to bonds for retirement income, but the raw pursuit of income can engage inadvertent risks that can be especially rough on retirees. In the end, financial security is about total wealth, not marginal income. |
The Motley Fool
August 24, 2006
Dan Caplinger |
Relieve Your Tax Burden: Part 2 Tax-favored accounts like Roth IRAs, qualified retirement plans, and 529 plans present some useful options to investors. Here's a guide to the quirks of less aggressive investment accounts. |
Financial Advisor
August 2008
Ken Ziesenheim |
The Real Thing Investment returns need to be evaluated after taxes, expenses and inflation -- but few do that. |
Registered Rep.
April 17, 2013
Kevin McKinley |
Sheltering Clients From the Taxman Several investment strategies can protect high-income clients from new taxes and higher tax rates. |
Registered Rep.
October 17, 2014
Kevin McKinley |
Four Ways to Save for an Early Retirement Most early retirees are going to need alternate funds to cover living expenses before traditional sources of retirement income kick in. |
Registered Rep.
October 1, 2004
Stan Luxenberg |
Ticking Tax Bomb Alternative Minimum Tax (AMT) surprises could become increasingly common for shareholders of municipal bond funds. Advisors must now decide whether to buy funds with private bonds. |
Registered Rep.
October 1, 2005
Stan Luxenberg |
Taking the Sting Out of Taxes For high-net-worth investors, tax-sheltered accounts offer special opportunities. Because they need not worry about exhausting savings, wealthy clients can use shelters creatively to derive maximum tax and investing benefits. |
The Motley Fool
March 30, 2009
Liz Peek |
Muni Manager Advises: Stay Rich With a worsening tax outlook, even stock jocks should pay attention to municipal bonds. |
Financial Planning
June 1, 2013
Donald Jay Korn |
Investing Strategy: Individual Premium Bonds Individual bonds can address some of the interest rate risk found in bond funds. Just make sure the benefits apply to your clients. |
The Motley Fool
December 17, 2010
Michael Johnston |
Looking for Juicy Yields? Try Muni Bond ETFs Are municipal bonds right for your portfolio? |
BusinessWeek
December 10, 2009
Chris Farrell |
A Comeback for Munis Despite yawning state and local budget deficits, tax-sensitive investors are piling into municipal bonds. |
On Wall Street
July 1, 2012
Tom Roseen |
The Tax Drag Dilemma We have shown that, despite significant tax-loss carryforwards being incurred by equity funds over the last several years, tax drag is in many cases at least as harmful to wealth creation as is expense drag; and often more harmful. |
Financial Advisor
October 2004
Eric L. Reiner |
Year-End Tax Strategies, Edition 2004 AMT (alternative minimum tax) and historically low tax rates demand advisors' attention. |
BusinessWeek
January 31, 2005 |
Tapping States for a Tax-Exempt Fund Reid Smith of the Vanguard High-Yield Tax-Exempt Fund on why general-obligation bonds look good to him now. |
Financial Advisor
May 2011
Bruce W. Fraser |
Will Muni Bond Funds Make Us Smile Again? Many advisors think the criticism and fear of the municipal bond market is overblown. |
BusinessWeek
September 3, 2007
Jonathan Berr |
Shaky Times For Munis Depending on how the U.S. Supreme Court rules on an obscure point of tax law in its next session, the normally sleepy municipal bond market could be turned upside-down. |
Financial Planning
October 1, 2010
Geoff Considine |
Yield vs. Risk New rules for income investing not only help investors to avoid these extremes, but also show the way to create income portfolios that provide the most yield available for a given level of risk. |
Financial Planning
February 1, 2010 |
Muni Must-Knows Analysts examine major muni bond market events and implications for individual investors. |
Financial Planning
January 1, 2005 |
Mutual Fund Monitor Should you invest in bond funds or individual bonds? |
