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  1. Despite Recent Compromise, No Long-Term Tax Certainty

    Investors 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.

  2. 5 Tax-Planning Tips for Retirees

    Morningstar's Christine Benz offers hints for how retirees should approach taxes in regard to portfolio withdrawals, RMD reinvestments, property, health care, and estate planning.

  3. Session 2: Midyear Portfolio Checkup and Risk Factor Review

    Director of personal finance Christine Benz will help you check your true exposures and stress-test your holdings in session 2 of Morningstar's 2012 Midyear Financial Checkup.

  4. 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.

  1. A Taxpayer’s Guide to 2013

     

  2. Pressure Points: Where Tax Reform Can Be Most Effective

     

  3. Breaking Bad Behaviors

     

  4. Five Muni Considerations for 2013

     

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