Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
These 5 'old-fangled' investment options may do just as well as newer alternatives Although Roth IRAs, exchange-traded and target-date funds are increasingly becoming popular among investors looking for tax efficiency and better returns, clients should still consider other investment alternatives, according Morningstar. These investment options, from traditional index, tax-managed and static allocation funds to traditional IRAs and Coverdell Educational Savings Accounts, have certain advantages that can help clients enhance their overall returns. Know more about these investment options and learn what these alternatives can do to maximize tax savings and improve investment earnings. -- Morningstar
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access