• 

  VIDEO REPORT

  How Tax Deductions Are Changing

  Baird's Tim Steffen discusses the new tax law's impact on standard and itemized deductions.

  • How the Tax Changes Affect Retirees' Bills
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  VIDEO REPORT

  Clearing Up Home-Loan Deduction Questions

  Financial planning expert Michael Kitces explains the changes to deducting mortgage interest and home equity loan interest for the 2018 tax year.

  • What You Can Learn from Your 2017 Tax Return
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  THE SHORT ANSWER

  What's the Difference Between Marginal and Effective Tax Rates?

  How to figure out your rates, and which one matters more.

  • Are Roth or Traditional Contributions Better?

Morningstar Article Library

• Tax-Planning Archives
• The Short Answer
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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

• What You Can Learn from Your 2017 Tax Return
• As New Tax Laws Take Effect, Check Your Withholding Amount
• Changing Inflation Measure Sets Stage for Higher Taxes
• Should Your Clump Your Charitable Donations?
• Are Deductions Less Valuable Under the New Tax Laws?
• Don't Overlook the Valuable Intelligence in Your Tax Forms
• 4 Strategies for an Organized Tax Season