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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 Medalist Funds Shining in a Stormy Year

    Some defensive-minded funds have thrived, while others have outperformed by playing offense or pulling back on some hard-hit areas of the market, says Morningstar's Russ Kinnel.

  3. Tap Into Unloved MLPs Using Exchange-Traded Notes

    Because of their tax structure and low fees, exchange-traded notes are among the best ways to gain exposure to master limited partnerships, says Morningstar's Bob Goldsborough.

  4. 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.

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