Taxes

Tax expert Ed Slott talks with Christine Benz about when Roth conversions make sense, why the years before RMDs can be especially advantageous, and how to handle the tax bill.

The rise of stock buybacks makes it easier for investors to create a tax-efficient income stream.

Christine Benz talks with tax expert Ed Slott about withholding taxes versus quarterly payments, Medicare’s IRMAA surcharge, and how new retirees can create a tax-smart withdrawal strategy.

Some investments are structurally a poor fit for taxable accounts, leaving investors with an unwelcome tax bill.

Composed of broad-market equity ETFs and smaller allocations to municipal bonds, these portfolios are designed for retirement savers’ taxable accounts.

A mix of tax-managed, index, and munis should reduce the drag of taxes on all-Vanguard portfolios for accumulators.

Schwab’s solid exchange-traded funds make these stock-heavy portfolios straightforward and cheap.

Despite the firm’s lineup of fine actively managed funds, equity index funds are a more tax-friendly choice.

Cheap and efficient equity index funds, as well as fine municipal-bond funds, are solid building blocks.

These streamlined portfolios are designed to reduce investors’ oversight responsibilities and the drag of taxes.

We’ve designed these portfolios to maximize returns while limiting Uncle Sam’s take.

These mutual fund portfolios were developed with serious ESG investors in mind.

These low-cost ETF portfolios are designed to deliver potent asset-class exposures to ESG-conscious investors saving for retirement.

It’s not the cheapest of the cheap, but it’s still possible to use the firm as a one-stop shop.

These three portfolios are geared toward the tax-deferred accounts of people who are still working and saving for retirement.