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ETFs Are More Tax-Efficient Than Mutual Funds. Here’s Why.

ETFs Are More Tax-Efficient Than Mutual Funds. Here’s Why. From: www.thinkadvisor.com Outflows tend to hurt open-end mutual funds’ tax efficiency, while ETFs tend to be resilient. Not surprising to any…

Worried about stocks? Smart investors do these 3 things

…search term these days. The phrase just hit its highest search frequency since 2008 (the year of the financial crisis), according to Google Trends statistics compiled by the blog Daily…

6 Reasons Why Market Timing Is For Suckers

…latest research. Go to Vegas if You Want to Gamble It’s easy to confuse market timing with speculation. Investing in the latest trends, IPOs, or poorly-researched stocks means you have…

Before I Go: A Stanford neurosurgeon’s parting wisdom about life and time

…slips open like a curtain, the skull flap is on the tray before the bone dust settles. But the opening might need to be expanded a centimeter here or there…

U.S. Tax Court Update

…opinion. Sumner Redstone v. Commissioner involves a family succession saga and highlights the importance of filing a gift tax return since the statute of limitations is left open. Readers should…

8 Ways to Reduce Taxes in Retirement

…will allow you to prepay income tax of up to $6,000 in 2022. This means that your income in the Roth IRA account grows tax-free, and you don’t have to…

Moving Assets To A Tax-Free World

Moving Assets To A Tax-Free World From: www.fa-mag.com Change is in the air. And since the tax law is involved, you can be certain that “change” doesn’t mean the final…

Mark F. Moss

…graduated cum laude, ranked in the top 13% of his class, and was awarded a Business Law certificate. While obtaining his Juris Doctor, Mark gained invaluable experience working for a…

The 10 Most Overlooked Tax Deductions

The 10 Most Overlooked Tax Deductions From: turbotax.intuit.com Don’t overpay taxes by overlooking these tax deductions. See the 10 most common deductions taxpayers miss on their tax returns so you…

10 Most Expensive Tax Mistakes

…with our privacy policy. Name* Email address* Phone Which book(s) are you interested in?* Tax-Free Money for Long-Term Care Retirement Planning Guide 10 Most Expensive Tax Mistakes Submit This field…