• 

  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
• 

  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?
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  IMPROVING YOUR FINANCES

  What You Can Learn from Your 2017 Tax Return

  Despite the new tax laws, your recently completed tax documents yield valuable intelligence about your financial and investment life.

  • What Is the Difference Between Marginal and Effective Tax Rates?

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

• 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
• How the Tax Changes Affect Retirees and Pre-Retirees