• / Free eNewsletters & Magazine
  • / My Account
Home>5 Ways to Shrink Your Tax Footprint

5 Ways to Shrink Your Tax Footprint

Morningstar Articles

Wed, 26 Feb 2014

Consider careful asset location, selling losers (and winners), and using the specific-share identification method.

Related Videos

  1. 6 Ways to Curb Taxes in Retirement

    Investors who build tax diversification, get savvy with RMDs, mind state taxes , and avoid the 'tax torpedo' can lighten their tax loads considerably in retirement, says Morningstar's Christine Benz.

  2. 10 Missteps With Tax-Sheltered Accounts

    IRAs, 401 ( k )s, and Roth accounts are key components of your toolkit, so make sure you get the most out of them.

  3. A Tax Checklist for Same-Sex Couples

    After the Supreme Court struck down part of the Defense of Marriage Act, same-sex couples will want to consider new opportunities for amending income tax returns , streamlining estate plans, maximizing Social Security, and more, says financial planner Michael Kitces.

Upcoming Events

©2014 Morningstar Advisor. All right reserved.