If a largely tax-free return on your investment isn’t already good enough, if you’re still jittery about the market, you might be looking for a less risky alternative to stocks and even some fixed income vehicles.
Though there are a few key changes to keep in mind for your 2009 tax preparation, the estate tax and new taxes related to health care reform will definitely get your attention in 2010 and 2011.
The volatile stock market of the past two years and the prospect of higher taxes in the years ahead will have investors crunching the numbers to limit tax exposure more than ever this year.