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Sidestep Unpleasant Tax Surprises in Your Portfolio

Morningstar's Christine Benz gives investors a heads-up on foreign-stock dividends, enhanced index funds, fast-trading managers, AMT and muni funds, plus MLPs.


Jason Stipp: I'm Jason Stipp for Morningstar. It's Tax-Wise Investing Week on, and today we're talking about ways that investors can be proactive and avoid unpleasant tax surprises in their portfolios.

Here with me to offer some tips is Morningstar's Christine Benz, director of personal Finance.

Jason Stipp does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.