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  1. Six Retirement Tax Pitfalls

    Avoid penalties and overpayments by managing your required minimum distributions, withdrawal sequence, quarterly tax estimates, deductions, and more.

  2. Managing Your Exposure to the Alternative Minimum Tax

    Morningstar's director of personal finance explains who may be most susceptible to the AMT and what they can do to lessen the impact.

  3. Will 'Cliff' Woes Completely Derail the Economy?

    Morningstar's Bob Johnson sizes up how a stronger-than-expected economy may fare in different 'fiscal cliff' scenarios.

  4. Consumers Have More Dry Powder Than It Appears

    Lower inflation trends plus an upcoming Social Security cost-of-living adjustment should contribute to consumers' staying power, says Morningstar's Bob Johnson.

  1. Five Muni Considerations for 2013

     

  2. Taxes: What’s New for 2013?

     

  3. Americas: Economic Review 3rd Quarter 2012

    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 ...

  4. The “Fiscal Cliff” Deal

     

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