This is known as a “step-up in basis,” and it effectively makes gains during the original owner’s lifetime tax-free for heirs. This benefit is why you may want to hold some taxable assets as ...

Bond funds, whether in mutual fund or exchange-traded fund (ETF) form, are straightforward when it comes to income generation. Investors typically look at the 30-day SEC yield, which reflects the net ...

Asset location seeks to minimize taxes by placing different asset classes in specific tax buckets (taxable, pre-tax, tax-free). Typically, you want to place investments with low expected returns ...