Being smart about managing taxes on investments

Jon Zeschin is pictured and quoted in the December 10-16, 2010 issue of the Denver Business Journal in an article entitled “The new diversification class: taxes.”  When asked about the term “tax diversification”, Zeschin said, “[It] is just a buzzword for being smart on how to set up, invest and ultimately withdraw from taxable and tax-deferred accounts in the most tax-efficient manner.”

Zeschin added, “It is even more complicated right now because of the uncertainty about what tax rates will be starting January 1, 2011.”  Of course, even if Congress approves the package that President Obama and Congressional Republicans worked out, we will face the same uncertainty in less than two years, right in the midst of a presidential election. 

The full article is available to subscribers at