Selecting Tax Efficient Investments

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Business, Investing

4.7 • 3.1K Ratings

🗓️ 10 March 2010

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today's show was spurred by two things: 1) it's tax time and, therefore, thinking about taxes and tax planning is fresh on most people's minds, and 2) a letter we received from one of our Premium Subscribers. In the letter, he stated he would like to hear a show on the tax efficiency of mutual funds and how you select a fund that is tax efficient. So, we set out to answer his questions... Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It's Brian Preston, the money guy, restoring order to your financial chaos, retirement,
0:07.0	investing, taxing.
0:09.0	You've got financial questions.
0:10.0	He's got financial answers.
0:12.0	It's Brian Preston, the money guy.
0:16.0	Good morning, guys.
0:17.0	This is going to be a good one today.
0:18.0	This is one of those when we're planning to put into the show notes together that Bowen
0:23.2	out looked at each other and said, this has got a lot of meat on it.
0:25.5	So this is going to hit all the people that love the meat of our podcast.
0:29.0	We're also going to have some information at the end of the show that it gets into some
0:32.5	current events that I know you guys that kind of like to hear, get a peek into what our
0:38.4	thoughts are on some of the things that are going on in the economy and elsewhere.
0:41.5	We're going to kind of open up the door and let you see some of that as well because
0:44.5	Bowen's got some interesting things that have happened to him.
0:47.8	And then I've, in my tax preparation, not only do a lot of taxes, but I still do enough
0:52.7	taxes to keep me sharp on what's going on out there in the tax code world.
0:57.4	And I noticed something that really had kind of slipped past me with the tax changes
1:01.2	of 2009 from 2008.
1:03.7	So I kind of want to share that with my listenership to kind of let you guys know because everybody
1:07.3	I've shared this with is kind of be like, no way.
1:10.3	And I kind of want to let you know what's going on with that.
	...

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