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  1. Don't Make These Tax Mistakes

    Inefficient contributions and withdrawals and poorly timed asset purchases are among the many common tax-related blunders, but Morningstar's Christine Benz offers solutions to avoid such pitfalls.

  2. Tax Tips for Your 2012 Return

    Investors should take another look at their cost basis records, foreign tax credits, advisory fees, and any income that was spread to 2012 from a prior year's Roth conversion, says Investor Solutions' John Pitlosh.

  3. Top Alternatives for a Well-Rounded Portfolio

    William Harding of Morningstar Investment Management, head of alternatives research Nadia Papagiannis, and ETF analyst Tim Strauts outline smart diversification strategies in this 50-minute roundtable discussion.

  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.

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  2. A Taxpayer’s Guide to 2013

     

  3. Five Muni Considerations for 2013

     

  4. Taxes: What’s New for 2013?

     

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