Skip to Content

Morningstar's Tax Relief Week

Strategies and picks for lessening the tax bite.

Investors in it for the long haul know they can't control the market. They can't impact how much the Fed is going to raise interest rates, where oil prices go, or what is happening the global political arena. They also can't control what their fund managers buy and sell--or when they do it.

Instead of fretting about what they can't influence, successful long-term investors control what they can. They watch how much they're spending on their investments, and what trading costs them. They set goals, match their investment allocations to those goals, and remain faithful to their plans. And they consider the toll that taxes can take on their wealth, and try to maximize their aftertax kitty.

Morningstar's Tax Relief Week will offer ideas for how to be more tax-savvy with investments. We'll offer tips for making the most of tax-sheltered accounts, optimizing taxable holdings, finding tax-efficient investments, and crafting tax-aware portfolios. Stay tuned: We'll be updating this page all week with a new set of daily reports.

Special Report Roundup: Top Tips for Tax Relief 4 Strategies for an Organized Tax Season 401(k) Investors: Avoid These 20 Mistakes How Investors Can Optimize Taxable Accounts Are You Holding Your Assets in the Right Types of Accounts? 10 Ways to Curb Taxes in Retirement

Monday: Limit the Drag of Taxes on Your Investments Watch Out for Tax Drag on Investments Your 2017 Tax Fact Sheet and Calendar 4 Strategies for an Organized Tax Season Roth, Traditional, or Taxable? Why Your Best Answer May Be 'Yes' 7 Questions to Ask About Your 1099

Tuesday: Maximize Tax-Sheltered Accounts Make the Most of Tax-Sheltered Accounts A Hierarchy for Retirement Savings 401(k) Investors: Avoid These 20 Mistakes 20 IRA Mistakes to Avoid Last-Minute IRA Contribution Can Cost You Aftertax 401(k): Most Investors Should Walk on By

Wednesday: Optimize Taxable Accounts How Investors Can Optimize Taxable Accounts How Tax-Efficient Is This Fund? Should You Bother With a 'Tax-Managed' Fund? A Tax-Efficient Portfolio Makeover May Be Less Painful Than You Think Strategy and Structure Make ETFs Tax Efficient Munis Rebound From Postelection Sell-Off, but What's Next?

Thursday: Build Tax-Efficient Portfolios Building a Tax-Efficient Portfolio Are You Holding Your Assets in the Right Types of Accounts? 3 Tax-Efficient Retirement-Saver Portfolios 3 Tax-Efficient 'Bucket' Portfolios for Retirees Model Tax-Efficient Portfolios for Short- and Intermediate-Term Investors

Friday: Be Tax-Smart in Retirement Control Your Taxes in Retirement 10 Ways to Curb Taxes in Retirement Get a Tax-Smart Plan for In-Retirement Withdrawals Don't Be Dogmatic About Retirement-Portfolio Withdrawals

Sponsor Center