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Tax-Loss Selling

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  1. Christine Benz's Tips for Turbulent Markets

    Morningstar's director of personal finance recommends locking down short-term income needs in cash-like investments, stress-testing your bond holdings, and staying poised to buy on the dips.

  2. Tips for Tax-Loss Selling

    Morningstar's Christine Benz discusses when to take a loss for the tax benefit and outlines tax changes on tap for 2011.

  3. Tax-Saving Tactics for Your December To-Do List

    Morningstar's Christine Benz offers tips on tax-loss selling , required minimum distributions, 401(k) contributions, and energy credits.

  4. Making Year-End Tax Moves? Look at These Stocks

    Sanibel Captiva's Pat Dorsey shares his top picks for investors making year-end decisions with taxes in mind.

  5. Retirees' Fourth-Quarter Financial Checklist

    Clip and save this list so important tasks don't fall through the cracks.

  6. Rebalancing Made Simple

    A step-by-step guide to restoring your asset allocation.

  7. Getting Your Buckets in a Row

    Morningstar's Christine Benz describes several bucket-oriented approaches that investors can adapt for their retirement portfolios.

  8. Look Beyond CEF Discounts

    The discount a CEF is trading at versus its net asset value is only the starting point to creating a successful portfolio, says CLC Management's Tony Cutinelli.

  9. Weathering Volatile Markets in Retirement

    With the right allocation plan, retired investors can avoid making big--and potentially costly--portfolio shifts during turbulent times.

  10. What (and What Not) to Do During a Volatile Market

    Investors should avoid trying to time the market with one big transaction and instead take a staged approach with their buys and sells, says Morningstar's Christine Benz.

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