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  1. 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.

  2. 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.

  3. 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.

  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.

  1. Cost-Basis Choices Not Set in Stone

    Investors may switch methods used to calculate capital gains, with one big exception.

  2. Morningstar.com's Tax-Relief Week 2013

    February 25 - March 1: Tips, strategies, and picks for tax-wise investing.

  3. A Taxpayer’s Guide to 2013

     

  4. A Taxing Dilemma: Foreign Investments and Your Retirement Account

    Investors with IRA and 401(k) accounts still may end up paying foreign income taxes.

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