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Minimize Taxes

IMPROVING YOUR FINANCES
How Will State and Local Taxes Affect Your Retirement?
Here are several tips for reducing your tax outlay without having to relocate.
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THE SHORT ANSWER
Understanding Capital Gains Tax Brackets
For those whose ordinary income falls below the 25% bracket, some or all gains might be tax-free.
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IMPROVING YOUR FINANCES
What Investors Can Learn From Their Tax Returns
Use tax time to review your investment-related taxes, deductions, and contributions.
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Morningstar Article Library

Tax-Planning Archives
The Short Answer
Christine Benz Columns
Christine Benz Videos

Tax Relief Tips

Seniors: Don't Take High Property Taxes Lying Down
When Taxes Collide With Your Asset Allocation
Beware the 'Other' IRA Tax Penalty
Beware the Default Method for Cost-Basis Elections
Making the Most of Child-Care Tax Breaks
Improve Your Powers of Deduction
These Alternatives Don't Have to Create Tax Headaches
Are Mutual Fund Expense Ratios Tax-Deductible?
The Error-Proof Portfolio: Give Due Care to Your Cost Basis Elections
Tax-Loss Harvesting: A Tactical Strategy to Add Incremental Value
Five Tax-Savings Opportunities for Volatile Markets
Readers Share Their Best Tax Tips
More...

Tax Planning

How to Avoid Blowback From 'The Tax Torpedo'
Cost-Basis Choices Not Set in Stone
Don't Make These Tax Mistakes
Roth, Traditional, or Taxable? Why Your Best Answer May Be 'Yes'
A Taxing Dilemma: Foreign Investments and Your Retirement Account
Don't Neglect Tax-Loss Selling as 2012 Winds Down

Estate Planning

Get Your Estate Plan in Gear
Estate Planning: Prepare for the Worst
Avoid These Estate-Planning Pitfalls
What to Know About Your Estate Plan in 2010
What Changes in the Estate Tax Mean for You

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Asset Location: Not So Black and White Asset Location: Not So Black and White Don't Make These Tax Mistakes A Tax Primer on Alternatives 5 Tax-Planning Tips for Retirees Muni Market Greatly Improved, but Do Your HomeworkMore Videos…
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