Retirees' Year-End Tax-Planning Guide: 2020 Edition
Strategies to consider for lowering your tax bill and improving your portfolio's positioning.
Markets
Market Indexes
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | Closed | 9,197.97 |
5.18
|
−0.06%
|
| U.S. Small Cap | Closed | 11,291.74 |
56.04
|
−0.49%
|
| U.S. Mid Cap | Closed | 12,173.39 |
12.58
|
−0.10%
|
| DJIA | Closed | 29,872.47 |
173.77
|
−0.58%
|
| S&P 500 | Closed | 3,629.65 |
5.76
|
−0.16%
|
| NASDAQ | Closed | 12,094.40 |
57.62
|
0.48%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| NIO Inc ADR |
0.18
|
0.34%
|
| Palantir Technologies Inc Ordinary Shares - Class A |
5.23
|
21.96%
|
| Slack Technologies Inc Class A |
11.12
|
37.59%
|
| FuelCell Energy Inc |
1.17
|
15.25%
|
| General Electric Co |
0.05
|
0.48%
|
| American Airlines Group Inc |
0.12
|
0.81%
|
| Ford Motor Co |
0.37
|
−3.92%
|
| Apple Inc |
0.86
|
0.75%
|
| Itau Unibanco Holding SA ADR |
0.02
|
−0.36%
|
| Fisker Inc Ordinary Shares - Class A |
5.68
|
35.70%
|
News
- Stock Futures Waver in Muted Holiday Trading | Dow Jones
- Correct: IHH Healthcare Third-Quarter Profit Rose 31% | Dow Jones
- Stock Futures Drift Higher in Muted Holiday Trading | Dow Jones
- After Biden's Win, New York's Budgetary Waiting Game Continues | Dow Jones
- Genting 3Q Remains in Net Loss Position Due to Weaker Hospitality Businesses | Dow Jones
- IHH Healthcare Third-Quarter Profit Rose 31% | Dow Jones
- Stock Futures Drift Higher in Muted Holiday Trading | Dow Jones
- Hap Seng Consolidated Third-Quarter Net Profit Rose 0.3% | Dow Jones
- PPB Group Third-Quarter Net Profit Rose 4.4% Thanks to Wilmar International Contribution | Dow Jones
- Evergrande Unit Prices IPO Near Low End of Range | Dow Jones
Features
3 Ways to Deal With Fund Capital Gains Distributions
Should you hold, sell, or split the difference?
Will Your Funds Sock You With Capital Gains Payouts This Year?
Here's what to expect from Vanguard, T. Rowe Price, Fidelity and others.
A Topnotch Bond Fund
The team at Loomis Sayles Core Plus Bond has largely put its flexible mandate to good use.
What Top Fund Managers Are Buying and Selling
Across the board, Morningstar Medalists got defensive in the third quarter.
Is T. Rowe's Split a Smart Way to Handle Growth?
A newly created entity will bring opportunities and trade-offs.
Gold Is a Dull Investment
Gold may offer some insurance against a market meltdown, but there is a cost to own it.
Implementation of Trump's Drug-Pricing Orders Unlikely
We don't foresee any impact on pharma companies' moats or valuations.
SUSTAINABLE INVESTING
Why Now Is the Time for ESG Investing
We're at an inflection point in ESG investing, says Sustainalytics founder Michael Jantzi. Here's why.
Why Become an ESG Investor?
The question is not rhetorical.
Stakeholder vs. Shareholder Capitalism: What Is Ideal Today?
Watch our analysts debate whether Milton Friedman's views hold up.
PERSONAL FINANCE
Is Renting Throwing Away Money?
Factors like freedom and career flexibility can offer intangible financial benefits--in exchange for a home equity opportunity cost.
Will Avoiding Lattes Make Me Rich?
Budgeting and thinking about your future self definitely could make you rich.
How to Teach Kids About Money
It's easy to say "money doesn't grow on trees," but it isn't enough.
Susan Dziubinski
The Best Municipal-Bond Funds
Russel Kinnel
These Fund Managers Are True Believers
Christine Benz
3 Ways to Deal With Fund Capital Gains Distributions
John Rekenthaler
Tesla Finally Joins the S&P 500
Karen Wallace
Should I Pay Off My Student Loans?
We Still Expect a Strong U.S. Economic Recovery
Neither the U.S. election outcome nor the coronavirus third wave will derail it.
Energy Stocks Surge on Positive Vaccine News
But plenty of upside remains.
3 Lessons About Stock Funds, From the Coronavirus Crisis
Something old, something new, and something out of the blue.
What the Pandemic Means for Healthcare Spending and Saving
How to approach open enrollment season with this in mind.
Smart Coping Strategies for Volatile Markets
Here's some advice for those tempted to tinker with their portfolios during times of market turbulence.
The New Math on Emergency Funds
Don't eat that first potato chip.
What the Pandemic Means for Healthcare Spending and Saving
How to approach open enrollment season with this in mind.
What History Can Teach Us About the Post-COVID Economy
How habits, fear, and sunk costs can reshape economic behavior.
Morningstar's Guide to Life-Stage Investing
Maps to follow no matter where you are in your investing life.
Morningstar's Money Guide for New Graduates
Designed for recent graduates, our guide walks through budgeting, setting goals, investing a 401(k), and the importance of investing early.
3 Undervalued Stocks in Berkshire's Portfolio
We think these holdings are bargains.
An Uncertain Holiday Shopping Season Ahead
We think these two retail stocks are in the bargain bin.
Morningstar's Guide to Market Volatility
For investors of all stripes, we offer our best ideas on how to take control of your portfolio in turbulent times.
Morningstar's Guide to Stock Investing
Here's how our approach to investing can inform your stock-picking process.
How to Invest Like Warren Buffett
Here's the recipe that one of the greatest investors uses to pick stocks.
Is T. Rowe's Split a Smart Way to Handle Growth?
A newly created entity will bring opportunities and trade-offs.
What Top Fund Managers Are Buying and Selling
Across the board, Morningstar Medalists got defensive in the third quarter.
Top Core International Funds for Rebalancers
Where to look when your portfolio needs a shift.
Morningstar's Guide to Fund Investing
Here's how our analysis and ratings can inform how you choose funds.
Morningstar's Guide to Target-Date Investing
Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings.
Retirees' Year-End Tax-Planning Guide: 2020 Edition
Strategies to consider for lowering your tax bill and improving your portfolio's positioning.
Whither the Bucket Portfolios in a Low-Yield World?
Three adjustments can reduce the opportunity cost of buckets 1 and 2.
What High(ish) Equity Valuations Mean for Your Retirement Plan
All the consternation is around low bond yields, but high equity prices are also worth troubleshooting.
Special Report: Are You Ready to Retire?
Let us walk you through practical steps to ensure you're on the right track for retirement.
A Retirement Readiness Checklist
Determining if you're on track to retire can be more manageable if you break it into smaller steps.
Stakeholder vs. Shareholder Capitalism: What Is Ideal Today?
Watch our analysts debate whether Milton Friedman's views hold up.
What Is the Morningstar ESG Commitment Level?
Our new rating highlights the degree to which a fund or asset manager considers environmental, social, and governance issues.
Sustainability Matters: Biden Administration Will Improve Regulatory Climate for Sustainable Investing
Climate risk disclosure and rollbacks of recent rules unfavorable to ESG investing are likely.
Sustainability Matters: U.S. Investors Continue to Endorse Sustainable Investing
Last year’s record for flows was broken in July.
The Future of ESG in Retirement Investing
Do investors have sustainable fund options in defined-contribution plans?