Archive for December, 2012

AMODEO & BENZ: MINIMIZING YOUR TAX PAIN

December 14, 2012

Regardless of what happens with the “fiscal cliff”, the economy, markets or the deficit, you name it, you are looking at climbing tax rate over the next few years. Our guests this week are two pros who can help you plan ahead with a tax-efficiency plan. Christine Benz is Director of Personal Finance and Senior Columnist for Morningstar.com, where she gives sound advice on just about everything having to do with managing your finances. Our other guest is Robert Amodeo, Head of Municipals at Western Asset Management, who was named Municipal Manager of the Year by Institutional Investor Magazine in 2011. The taxman cometh, so you’d better be ready. Continue Reading »

Christine Benz: A Financial Pro’s New Year’s Resolution

December 14, 2012

One of our guests this week on WEALTHTRACK, Christine Benz, Director of Personal Finance for Morningstar.com is, like the rest of us, looking ahead to making personal improvements with their 2013 New Year’s Resolution.

IDENTIFY SOME TAX AVOIDANCE STRATEGIES TO BOOST YOUR INVESTMENT RETURNS

December 14, 2012

Tax avoidance strategies include:

  • Re-visit municipal bonds
  • Put higher tax investments in tax deferred accounts
  • Emphasize tax efficient strategies including: index funds, ETFs, and individual stocks

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Transcript: Robert Amodeo & Christine Benz 12-14-2012 #925

December 14, 2012

WEALTHTRACK Transcript #925- 12/14/12   CONSUELO MACK: This week on WEALTHTRACK, the tax man cometh and he will be taking more from investors next year. How can you defend yourself? Western Asset Management’s high performing municipal bond manager Rob Amodeo and Morningstar’s personal finance guru Christine Benz share tax protection strategies next on Consuelo Mack WEALTHTRACK.   Hello and welcome to this edition of WEALTHTRACK, I’m Consuelo Mack. As Benjamin Franklin famously said, the only things certain in life are death and taxes. As far as next year is concerned for investors, one of the few certainties in life is

Premium: Robert Amodeo & Christine Benz

December 12, 2012

On this week’s WEALTHTRACK PREMIUM: minimizing your tax pain. Regardless of what happens with the “fiscal cliff”, the economy, markets or the deficit, you name it, you are looking at climbing tax rate over the next few years. Our guests this week are two pros who can help you plan ahead with a tax-efficiency plan. Christine Benz is Director of Personal Finance and Senior Columnist for Morningstar.com, where she gives sound advice on just about everything having to do with managing your finances. Our other guest is Robert Amodeo, Head of Municipals at Western Asset Management, who was named Municipal Manager of the Year by Institutional Investor Magazine in 2011. The taxman cometh, so you’d better be ready.

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