Tips for Investing in the Current Muni Market
Munis have somewhat recovered so far this year, but investors need to mind all of the rate, credit, and valuation risks inherent in muni bonds and funds.
Do You Understand What's in Your Muni Fund?
Morningstar's Eric Jacobson breaks down the nuances of GO, revenue, and tobacco bonds, warns about a yield pitfall to avoid, and offers best practices for researching muni fund portfolios.
How Enticing Are Munis Today?
As investors realize the impact of new tax increases, municipals are going to become more valuable--but research is key to finding value and avoiding trouble, says Fidelity's Kevin Ramundo.
Perfect Tax Storm Has Advisers Selling Some Assets
Combine stock gains, exercised options, bonuses and mutual-fund distributions with higher tax rates and disappearing deductions and some investors face whopping 2013 tax bills. Advisers did what they could to prepare, but some are now selling bonds, which they feel face an uncertain environment, to meet the payments.
How to Reduce Your Investment Taxes
Financial Advisor John Lesser is using long-short funds, municipal bonds, and aggressive tax-loss selling to keep clients' tax exposure in check.
Top Six Tax Tips for Retirees
Morningstar's Christine Benz offers strategies for sequencing withdrawals, managing RMDs, maximizing property tax breaks, and keeping tabs on medical-expense deductions.
A Tax Checklist for Same-Sex Couples
After the Supreme Court struck down part of the Defense of Marriage Act, same-sex couples will want to consider new opportunities for amending income tax returns, streamlining estate plans, maximizing Social Security, and more, says financial planner Michael Kitces.
Six Top Picks for Your IRA
Get a mix of IRA ideas--including sturdy core holdings, interesting opportunistic names, and steady income-payers--from Morningstar's Christine Benz, Josh Peters, and Ben Johnson.
Why Municipal Bonds Might Be A Good Investment For You
When it comes to advice on where senior citizens should invest their money, personal finance expert Suze Orman thinks municipal bonds are a great option. For senior citizens looking to bring in supplemental income, Suze thinks municipal bonds are the way to go. First, since bonds vary from state to state, Suze recommends going to a financial advisor who specializes in municipal bonds available in your particular state. Part of the series Mondays With Marlo on Marlothomas.com.