Minimize Taxes

THE ERROR-PROOF PORTFOLIO

Don't Pay Tax Twice

Properly tracking reinvested dividends and capital gains can save you a bundle over time.

THE SHORT ANSWER

Keep These Dividend Payers Out of Your Taxable Account

Knowing what's a qualified dividend--and what's not--can improve your portfolio's tax efficiency.

FIVE-STAR INVESTOR

Watch Out for Tax Time Bombs in the Fourth Quarter

Losing funds could dish out sizable capital-gains distributions.

Morningstar Article Library

Tax-Planning Archives

The Short Answer

Christine Benz Columns

Christine Benz Videos

Tax Relief Tips

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

One Thing Investors Can Control

Using Tax-Smart Strategies to Improve Your Bottom-Line Returns

Three Tax-Pain Relief Tips

Your Commodity ETF Tax Questions Answered

IRA Conversion Fact Sheet

How to Prioritize Tax-Advantaged Accounts (Video)

More...

Tax Planning

What the New Tax Package Means for Investors

Three Long-Term Winners with a Lid on Taxes

Keeping an Eye on Leveraged ETF Tax Distributions

ETF Investors: Don't Be Surprised at Tax Time

Your ETF Tax Questions Answered

How to Save on Taxes Using a Traditional IRA

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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