MembershipHomePortfolioStocksBondsnewFundsETFsCEFsMarketsToolsReal Life FinanceDiscuss

Minimize Taxes

IMPROVING YOUR FINANCES
What Investors Can Learn From Their Tax Returns
Your 1040 and its supporting documents can reveal a lot about your investments--and your investment habits.
article image
IMPROVING YOUR FINANCES
Beware the Default Method for Cost-Basis Elections
The rules are changing, and specific-share identification offers the highest level of control, writes Morningstar's Christine Benz.
article image
THE SHORT ANSWER
Making the Most of Child-Care Tax Breaks
A dependent-care flexible spending account can be a great way to save for expenses while lowering your tax bill.
article image

Morningstar Article Library

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

Tax Relief Tips

Improve Your Powers of Deduction
These Alternatives Don't Have to Create Tax Headaches
Are Mutual Fund Expense Ratios Tax-Deductible?
The Error-Proof Portfolio: Give Due Care to Your Cost Basis Elections
Tax-Loss Harvesting: A Tactical Strategy to Add Incremental Value
Five Tax-Savings Opportunities for Volatile Markets
Readers Share Their Best Tax Tips
One Thing Investors Can Control
Using Tax-Smart Strategies to Improve Your Bottom-Line Returns
Three Tax-Pain Relief Tips
Your Commodity ETF Tax Questions Answered
IRA Conversion Fact Sheet
More...

Tax Planning

Sidestep Unpleasant Tax Surprises in Your Portfolio
Don't Pay Tax Twice
Keep These Dividend Payers Out of Your Taxable Account
What the New Tax Package Means for Investors
Three Long-Term Winners with a Lid on Taxes
Keeping an Eye on Leveraged ETF Tax Distributions

Estate Planning

Get Your Estate Plan in Gear
Estate Planning: Prepare for the Worst
Avoid These Estate-Planning Pitfalls
What to Know About Your Estate Plan in 2010
What Changes in the Estate Tax Mean for You

Trade AnalyzerYield Calculator
Tax Quick Links
Aftertax All-Star FundsFund Tax-Cost Ratio ScoreFund Cap Gains ExposureTax Article Archive IRS Forms by Topic
Tax Classroom
Stocks and TaxesMutual Funds and TaxesTaxable AccountsTax-Deferred AccountsCourse Catalog
Taxes Videos
Where to Invest Your Tax Refund CheckWhere to Invest Your Tax Refund CheckFive IRA PitfallsMuni or Taxable Bond? Our Calculator Crunches the NumbersNuveen: Muni Credit Risk Is OverblownMuni Investors: Time to Check Your ExpectationsMore Videos…

Content Partners
Site DirectorySite Map Our Products
Corrections Help Advertising Opportunities Licensing Opportunities Glossary RSS Mobile Portfolio Affiliate Careers Company News
International Sites : AustraliaCanadaChinaFranceGermanyHong KongItalyThe NetherlandsNorwaySpainUnited KingdomSwitzerlandIndiaFinland
Independent. Insightful. Trusted. Morningstar provides stock market analysis; equity, mutual fund, and ETF research, ratings, and picks; portfolio tools; and option, hedge fund, IRA, 401k, and 529 plan research. Our reliable data and analysis can help both experienced enthusiasts and newcomers.

© Copyright 2012 Morningstar, Inc. All rights reserved. Please read our Terms of Use and Privacy Policy. Morningstar Index, Russell 2000, and Dow Jones Industrial Average quotes are 20 minutes delayed.