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  1. These High-Quality Equity Funds Work Better in a Tax-Sheltered Account

    As the market has soared, so have tax-cost ratios at many equity funds.

  2. 4 Passive-Investing Pitfalls to Avoid

    Don't assume all index funds are low cost and tax-efficient, and avoid overdiversification and becoming too hands-on, says Morningstar's Mike Rawson.

  3. Are ETFs Really More Tax-Efficient Than Mutual Funds?

    In most cases, yes. But there are some interesting exceptions.

  4. Tax-Managed Funds That Don't Sacrifice Returns

    These funds look better after taxes than a lot of funds before taxes.

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