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  VIDEO REPORT

  Retirees: Time to Change How You Give to Charity

  The new tax law makes the qualified charitable distribution more compelling for investors subject to RMDs.

  • Morningstar's 2018 Year-End Tax Guide
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  Video Report

  Why You Should Consider a Backdoor Roth IRA

  Vanguard's Joel Dickson explains this maneuver and why might it be advantageous for some investors.

  • The Bogleheads Interviews
• 

  Video Report

  How to Make RMDs Work for You

  Vanguard's Maria Bruno offers some strategies for pre-retirees and retirees on timing of required minimum distributions.

  • Tax-Efficient Strategies for Rebalancing

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

• Retirees' Year-End Tax-Planning Guide
• Low Tax Year? Put Tax-Gain Harvesting on Your Radar
• Tax-Efficient Strategies for Rebalancing
• What to Know About Year-End Tax Planning
• More Tax Pain for Some Mutual Fund Shareholders in 2018
• Tax-Loss Selling: A Silver Lining in Volatile Markets
• 7 Smart Tax Maneuvers in a (Still-) Lofty Market
• It's Not Too Early to Plan for Mutual Fund Capital Gain Distributions
• A Tax-Smart Way to Give to Charity