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Article Archive: Tax Planning

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Title Collection Author Date
Are We Hard-Wired To Make Bad Financial Choices? Perspectives Geoff Considine 05/22/12
The True Cost of Cost Basis Perspectives Anthony D. Criscuolo, CFP® 05/22/12
The Most Common Mistakes Investors Make Perspectives Geoff Considine 05/14/12
Winding up a Qualified Personal Resident Trust Perspectives Shomari Hearn, CFP®, EA 05/10/12
The Municipal Bond Market: Emerging from the Tunnel Perspectives Christine Todd et al, Standish Tax-Sensitive Team 05/02/12
4 Misconceptions About Backdoor Roth IRA Conversions Investing Specialists Christine Benz 04/19/12
Where to Invest Your Tax Refund Check US Videos Jason Stipp 04/19/12
What Investors Can Learn From Their Tax Returns Investing Specialists Christine Benz 04/16/12
Tax Changes In 2012 Perspectives Anna K. Pfaehler, CFP® 04/02/12
A Quarter-End Portfolio Checkup in 5 Steps Investing Specialists Christine Benz 03/29/12
Good Funds, but Better In an IRA Five-Star Investor Adam Zoll 03/28/12
Estate planning considerations for 2012 Perspectives Chris Hennessey, Lawyer and CPA, Faculty Director of Babson College School of Executive Education, and a member of the Putnam Business Advisory Group. 03/27/12
Beware the Default Method for Cost-Basis Elections Investing Specialists Christine Benz 03/26/12
Capitol Hill: What To Watch For In 2012 Perspectives William Cass, CFP®, Putnam Investments 03/21/12
A Tax Trap For Same-Sex Couples Will Snare Others Too Perspectives Larry M. Elkin, CPA, CFP® 03/21/12
Rising Professionals Need Financial Help Too Perspectives Anthony D. Criscuolo, CFP® 03/09/12
Making the Most of Child-Care Tax Breaks The Short Answer Adam Zoll 03/06/12
Five IRA Pitfalls US Videos Jason Stipp 03/01/12
When 'Married Filing Separately' Makes Sense The Short Answer Adam Zoll 02/28/12
Improve Your Powers of Deduction Ecology of Money John F. Wasik 02/24/12
Tax Hike on Dividends? Perspectives YCharts 02/23/12
Don't Let an UGMA Leave You Saying 'Ugh' The Short Answer Adam Zoll 02/21/12
Do Tax Rates Go Up or Down in Retirement? Investing Specialists Christine Benz 02/19/12
Muni or Taxable Bond? Our Calculator Crunches the Numbers US Videos Christine Benz 02/17/12
Muni Investors: Time to Check Your Expectations US Videos Christine Benz 02/17/12
Nuveen: Muni Credit Risk Is Overblown US Videos Mike Taggart, CFA 02/17/12
Morningstar.com's Tax-Wise Investing Week Special Report Jason Stipp 02/17/12
How Tax-Efficient Is Your Mutual Fund? The Short Answer Morningstar.com 02/16/12
A Conservative Tax-Efficient Portfolio for Retirees Investing Specialists Christine Benz 02/16/12
A Moderate Tax-Efficient Portfolio for Retirees Investing Specialists Christine Benz 02/16/12
An Aggressive Tax-Efficient Portfolio for Retirees Investing Specialists Christine Benz 02/16/12
When Should You Save in a Taxable Account? Investing Specialists Christine Benz 02/16/12
Tune Up Your Taxable Portfolio Investing Specialists Christine Benz 02/16/12
These Top-Rated Funds Have Been Tax-Efficient, Too Five-Star Investor Christine Benz 02/16/12
Sommer: Munis Still Attractive for More Than Just Yield US Videos Jeremy Glaser 02/16/12
Deciding on Retirement-Account Type Requires Crystal Ball The Short Answer Adam Zoll 02/15/12
New Disclosure Rules Shine Spotlight on 401(k) Fees Personal Finance Adam Zoll 02/15/12
Diving for Worthy IRA Picks Five-Star Investor Christine Benz 02/15/12
Navigating the (Often-Confusing) 403(b) Landscape Personal Finance Christine Benz 02/15/12
Larson's Stock Picks for Your Taxable Account US Videos Jason Stipp 02/15/12
What Goes Where? The Art of Asset Location Investing Specialists Christine Benz 02/14/12
Get a Tax-Smart Plan for In-Retirement Withdrawals The Short Answer Christine Benz 02/14/12
Three Closed-End Funds for Muni Fans US Videos Jason Stipp 02/14/12
Topnotch ETFs for Taxable Accounts US Videos Jason Stipp 02/14/12
The Error-Proof Portfolio: Anticipating 2013 Tax Changes Could Save You Some Dough Investing Specialists Christine Benz 02/13/12
Stay a Step Ahead of the Tax Collector in 2012 Investing Specialists Christine Benz 02/13/12
Top Six Tax Tips for Retirees US Videos Jason Stipp 02/13/12
Kinnel's Picks for IRA Investors US Videos Jason Stipp 02/13/12
Top Tips for Tax Savings Investing Specialists Christine Benz 02/12/12
Sidestep Unpleasant Tax Surprises in Your Portfolio US Videos Jason Stipp 02/09/12

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