Christine Benz

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

Watch This Episode

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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