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Special Report

Morningstar's Year-End Tax Planning Guide

Nov. 14-16: Strategies and picks for lessening the tax bite.

As 2016 comes to a close, it's a good time for investors to consider what moves they can make to ease their tax burdens.

Over the next three days, Morningstar's experts will share tax strategies to consider over the next seven weeks. We'll tackle what to expect during capital-gains distribution season, tax-gain harvesting and tax-loss selling, tax-saving strategies for the charitably inclined, and tax-smart strategies when taking required minimum distributions.

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