Newsletter Archive

Marotta On Money - November 19 Newsletter

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Taxes and Tax Management

Seven Tax-Planning Strategies to Dodge the Tax Bullet (11-18-2012)

The victors in the recent election have declared it open hunting season on the rich, which they evidently believe will solve our spending problems. Tax hikes everywhere are aimed at the most productive members of society. Willie Sutton was once asked why he robbed banks. He responded, "Because that's where the money is. " Tax planning is critical for middle-income families. With all the changes going on, it is easy to get caught in the crossfire. Defer taxes for too long and you might miss opportunities to realize income in a lower tax bracket. For example, consider Mrs.
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Upcoming Events

11/23

Consider tax loss selling

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11/27

Thanksgiving Day

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Exchange Traded Funds (01-31-2005)

There has been nothing new in finance in the last fifty years - except exchange-traded funds. Exchange Traded Funds, or ETFs, combine many of the best characteristics of stocks and mutual funds. ETFs are index funds that trade on a stock exchange. Like a mutual fund, they represent a collection of stocks, but unlike a mutual fund, they trade throughout the day like a stock. This is similar to a closed-end fund, but unlike a closed-end fund, ETFs do not have a limited number of shares and they trade very close to their underlying net asset value.
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