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.
Funds
Amy O’Brien & Ingrid Dyott
CONSIDER CHRISTINE BENZ’S SOCIALLY RESPONSIBLE FUND RECOMMENDATIONS “Balanced sector diversification with fairly strong long-term results” Benz’s Recommendations: Neuberger Berman Socially Responsive Fund (NBSRX) TIAA-CREF Social Choice Equity Fund (TICRX) Parnassus Equity Income Fund (PRBLX) Watch this Episode
