• 

  INVESTING SPECIALISTS

  7 Smart Tax Maneuvers in a (Still-) Lofty Market

  Tips for tax-efficient rebalancing, conversions, and charitable giving.

  • A Better Way for Retirees to Give to Charity
• 

  INVESTING SPECIALISTS

  It's Not Too Early to Plan for Mutual Fund Capital Gain Distributions

  Taxable investors should be on guard: Investor redemptions from equity funds show no sign of slowing down.

  • Should You Pay Down the Mortgage or Invest?
• 

  MARK MILLER: REMAKING RETIREMENT

  A Tax-Smart Way to Give to Charity

  The new tax law makes qualified charitable contributions from IRAs more appealing for many retirees. Contributor Mark Miller explains why.

  • A Better Way for Retirees to Give to Charity

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

• Self-Employed? How to Budget for Taxes
• How Tax Deductions Are Changing
• Clearing Up Home-Loan Deduction Questions
• What's the Difference Between Marginal and Effective Tax Rates?
• 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