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Morningstar's Tax Relief Week 2015

Morningstar Articles

Fri, 27 Feb 2015

Feb. 23-27: Our tips and picks for tax-sheltered and taxable accounts, tax-efficient portfolio planning, and saving taxes in retirement.

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  1. 5 Best Practices for Limiting Your Tax Burden in Retirement

    A flexible withdrawal strategy, diversification across account types, and targeted Roth conversions can limit the tax drag for retirees , says Morningstar's Christine Benz .

  2. A Few of Our Favorite Funds for IRA Investors

    Morningstar's Russ Kinnel and Christine Benz highlight a more conservative, all-weather fund; a high-quality dividend-payer; and a higher-risk but well-managed bond fund as solid choices for an IRA .

  3. Where to Invest Unneeded RMDs

    Investors may consider gifting the money or steering it into tax-managed or tax-efficient investments, says Morningstar's Christine Benz .

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