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Despite Recent Compromise, No Long-Term Tax CertaintyInvestors still need to plan for long-term tax hikes and keep AMT exposure, itemized deduction limitations, charitable distribution opportunities, and trust taxation on their radars, says Investor Solutions' John Pitlosh.
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Portability Provision Simplifies Couples' Estate PlanningEstate-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.
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Must-Know Facts About ETFs and TaxesMuch 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.
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3 Inflation-Fighting Assets for Your ToolkitTIPS, real estate, and commodities are great inflation-hedging, liquid investments, says Morningstar's David Blanchett, who details the importance of exposure to these assets.
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Morningstar Investment Conference
June 12-14, 2013
Chicago, IL
Conference hashtag: #MIC25 -
Morningstar ETF Invest Conference
Oct. 2-4, 2013
Chicago, IL
Conference hashtag: #ETFInvest
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Real Assets to the Rescue
Tuesday, April 9
11:00 a.m. ET | 10:00 a.m. CT -
The Hunt for Income
Tuesday, January 29
11:00 a.m. ET | 10:00 a.m. CT -
Introduction to ETF Managed Portfolios
Monday, December 10
4:00 p.m. ET | 3:00 p.m. CT -
Using ETFs for Income
Aired on Tuesday, June 12 - Archive
