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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. Don't Fall Victim to the Next Dividend Cut

    With more firms decreasing (or eliminating) their payouts, DividendInvestor editor Josh Peters highlights what investors should look for to ensure stable, long-term dividend income.

  3. Our Top IRA Picks

    Looking to fully fund an IRA for the 2012 tax year? Get a shortlist of ideas from Morningstar strategists Heather Brilliant, Russ Kinnel, Sam Lee, and Josh Peters.

  4. A Tax Primer on Alternatives

    Morningstar's Tim Strauts details the complicated tax treatment of MLPs, commodities, and other nontraditional assets, and offers several ETF and ETN picks along with another to avoid.

  1. A Taxpayer’s Guide to 2013

     

  2. Understanding Derivative Overlays, in All Their Forms

     

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

     

  4. Mining the Commodities Complex

     

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