Stumbled upon this really handy mutual fund taxation reference sheet (2012 — 2013). I also took the liberty of creating this easy-to-print PDF version.
A colleague asked for my opinion about a certain Capital Multiplier Plan that he’d been investing in since a few years. I looked up the plan and the details turned out to be as scary as a horror show. A few samples — [From the brochure] This plan is best suited for you… — If […]
A reader wrote in asking for a quick refresher on the concept of ERE. Thought it’d be a mighty good idea to write on this topic at the start of the new year — so, you now have the entire year to work on it. I create this quick PowerPoint to illustrate the key points […]
So, here’s an interesting comparison that I did between using IIFCL’s Tax Free Bonds and one of my Regular Bank Fixed Deposits for my ERE strategy (I know it’s very very tax inefficient and I’ve been meaning to move away from these — this broad “let my investments become more tax efficient” theme in general […]