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Investing Specialists

The Error-Proof Portfolio: Stay a Step Ahead of the New Medicare Surtax

Munis, Roth IRA conversions, and proper asset location are more valuable than ever as tax rates could increase next year.

As usual, the economic news is a swirling mess of situations that we investors have no power to predict, let alone influence: Europe's financial crisis, slowing global growth, and U.S. presidential candidates sparring over the best way to manage a lackluster economy.

Yet hiding in plain sight--and receiving much less coverage--are a handful of issues over which investors can actually exert some level of control. Managing your portfolio for maximum tax efficiency, while not as sexy as thinking about Spain's next move or the possible outcome of the November election, is an easy way to pocket a bit (or maybe a lot) of extra return.