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  1. Create a Lean, Mean Tax-Efficient Machine

    Morningstar's Christine Benz discusses how to improve your take-home return by reducing the drag of unnecessary tax exposure.

  2. 7 Habits of Successful Investors

    Special presentation: Learn how 'cheaping out,' building in discipline, and other simple steps help successful investors get it done.

  3. 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.

  4. Benz: A Year-End Tax-Planning Checklist

    In this presentation, Christine Benz discusses steps investors can take today--including tax-loss harvesting and portfolio repositioning--to manage their tax bills in 2016.

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