All Posts Tagged With: "tax shelter"

Tax-Managing Your Investment Portfolio: There’s Still Time to Cut Your 2008 Taxes

Investment legend John Templeton insisted that everyone’s long-term investment goal should be the same: maximum total return after taxes.

In my experience, investors spend plenty of time thinking about risk and return, but not enough about taxes. That’s unfortunate. Especially since – unlike the stock market, interest rates or inflation – taxes are controllable.

Yet too many investors are surrendering far more to the taxman than they should. A Vanguard study, for example, found that the typical investor is giving up 2% a year to the IRS.

That’s nearly 20% of the long-term return of the S&P 500. How can you stop this…

4Dec2008 | Investment U | 0 comments | Continued
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