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  1. Tax-Saving Tactics for Your December To-Do List

    Morningstar's Christine Benz offers tips on tax-loss selling, required minimum distributions, 401(k) contributions, and energy credits.

  2. Wait and See on Taxes and Roth Conversions

    With the uncertainty surrounding tax rates in 2011 and beyond, Vanguard's Maria Bruno thinks investors should wait until taxes are actually due before making a decision on the treatment of a Roth conversion.

  3. Must-Know Facts About ETFs and Taxes

    Much of the oft-cited tax efficiency of an ETF actually depends on the fund's underlying holdings and strategy, as well as how it's used by investors, says Morningstar's director of North American ETF research Paul Justice.

  4. Portability Provision Simplifies Couples' Estate Planning

    Estate-planning expert Deborah Jacobs details how spouses can take advantage of the 'portability' tax provision, which allows them to maximize both partners' estate tax exclusion, and how this strategy differs from trusts.

  1. Taxes: What’s New for 2013?

     

  2. Thailand: M&A Boom a Sign of Economic Resurgence?

    This article is for informational purposes only. This article is not intended to provide tax, legal, insurance or other investment advice. Unless otherwise specified, you are solely responsible for determining whether any investment, security or other product or service is appropriate for you based ...

  3. Tax Change Side Effects

    This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...

  4. The “Fiscal Cliff” Deal

     

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