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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. Be Sure to Understand Your Medicare Rules

    The Social Security Administration's Doug Nguyen and Andrew Salata clarify misconceived Medicare rules, including premiums, enrollment dates, differences from Social Security, and more.

  3. 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.

  4. 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.

  1. Cost-Basis Choices Not Set in Stone

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

  2. State of the States and Local Governments

     

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

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

  4. A Taxpayer’s Guide to 2013

     

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