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  • About
    • Fiduciary Advisor
    • Value Proposition
    • Client Profiles
  • Services
    • Personal CFO
    • DIY Guidance
    • My Fees
  • Insights
    • Our Financial Plans
    • Investment Philosophy
    • Tax Strategies
    • Retirement University
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  • Resources
    • Free Tools & Services
    • Book Reviews
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Financial planning: Investment-related taxes

Here I discuss financial planning strategies for reducing the amount of investment-related taxes one may pay. Investment-related taxes are those which apply to dividends, bond interest, rental income, etc. in taxable accounts. I also wrote an article on this topic with more details.

 

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Blog

The Roth Conversion Page

Tax-efficiency of Charitable Giving Strategies

Your Social Security Statement, XML data, and More

The Computershare Nightmare

Missing Socks and Cost Basis

Exchange-traded Fund (ETF) Tax Efficiency

Tax Efficiency Part III: Asset Location

What To Do With Your Cash?

AAII 2021 Annuity Presentation

Bond Ladders & Income Annuities: Restoring the Sanctity of Fixed Income

Dividends: Theory and Empirical Evidence

Tax Efficiency Part II: Investment-related Taxes

Net Unrealized Appreciation (NUA)

Tax Efficiency Part I: Income Tax

Optimizing Fixed Annuity Tax Deferral

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