"The difference between death and taxes is death doesn't get worse every time Congress meets." --Will Rogers Will Rogers' quote was set on its head recently as wrangling over the fiscal cliff, debt and deficit issues put U.S. investors' potential tax rates in limbo as 2012 drew to a contentious clo…
Morningstar's Christine Benz offers hints for how retirees should approach taxes in regard to portfolio withdrawals, RMD reinvestments, property, health care, and estate planning.
Looking to fully fund an IRAfor the 2012 tax year? Get a shortlist of ideas from Morningstar strategists Heather Brilliant, Russ Kinnel, Sam Lee, and Josh Peters.