Skip to Content
US Videos

Benz: A Year-End Tax-Planning Checklist

In this presentation, Christine Benz discusses steps investors can take today--including tax-loss harvesting and portfolio repositioning--to manage their tax bills in 2016.

Christine Benz: Hi, I'm Christine Benz for Morningstar.com. Year-end is upon us, and Tax Day--[which is April 18 next year]--will be here before we know it. It's a busy time of year. But it's also a great time to take last-minute steps to reduce your tax bill for 2015.

During the course of this presentation, I'll be sharing some steps that investors can take if they'd like to try to reduce their tax bills. I'm going to take these items one by one, but I'll start with a quick overview of what I'll be covering during the course of this presentation.