• 

  INVESTING SPECIALISTS

  What You Can Learn From Your 2018 Tax Return

  Your just-completed return carries valuable intelligence to help manage future tax bills and understand your overall financial health.

  • The Upside of a Lower Tax Refund
• 

  VIDEO REPORT

  HSAs Offer Another Path to Tax Deductions

  Christine Benz spotlights attractive HSA features to remember before the tax-filing deadline.

  • The Best HSA Plans for Spending
• 

  The Short Answer

  The Upside of a Lower Tax Refund

  It may be an unpleasant surprise, but a lower refund might not be a bad thing.

  • You Can Probably Still Deduct Your Alimony Payment

Morningstar Article Library

• Tax-Planning Archives
• The Short Answer
• Christine Benz Columns

30-Minute Money Solutions Worksheets

• Roth vs. Traditional 401(k) Worksheet
• IRA Conversion Worksheet
• Tax-Loss Worksheet
• See All Worksheets
• Learn More About 30-Minute Money Solutions

More Tax Planning Insights

• Do Tax Law Changes Affect IRA Deductibility?
• How Do I Claim Dependents Now That Personal Exemptions Are Gone?
• A Tax-Efficient Portfolio Makeover May Be Less Painful Than You Think
• You Can Probably Still Deduct Your Alimony Payment
• What You Can Learn from Your 1099 Forms
• 4 Strategies for an Organized Tax Season
• 11 Tax Deductions You Can Still Take
• What's the Difference Between Marginal and Effective Tax Rates?
• Don't Get Tripped Up by These Tax Reporting Missteps