Minimize Taxes
IMPROVING YOUR FINANCES
Your 1040 and its supporting documents can reveal a lot about your investments--and your investment habits.
IMPROVING YOUR FINANCES
The rules are changing, and specific-share identification offers the highest level of control, writes Morningstar's Christine Benz.
THE SHORT ANSWER
A dependent-care flexible spending account can be a great way to save for expenses while lowering your tax bill.
Morningstar Article Library
Tax Relief Tips
Tax Planning
Estate Planning
Tax Quick Links
Aftertax All-Star Funds
Fund Tax-Cost Ratio Score
Fund Cap Gains Exposure
Tax Article Archive
IRS Forms by Topic
Morningstar Bookstore
Covering stocks, funds, and portfolio planning, our books and newsletters can help keep your long-term investments on track. Browse our many titles today, including:
Christine Benz’s 30-Minute Money Solutions
Simplify the daunting task of getting your financial house in order with tips from Morningstar's director of personal finance. Fund Spy Book
Sharpen your fund investing and achieve your long-term financial goal. The Ultimate Dividend Playbook
Learn how to build income portfolios that grow, accumulate cash, and compound. Little Book that Builds Wealth
Find stocks with wide economic moats that will be poised for long-term success.
Simplify the daunting task of getting your financial house in order with tips from Morningstar's director of personal finance. Fund Spy Book
Sharpen your fund investing and achieve your long-term financial goal. The Ultimate Dividend Playbook
Learn how to build income portfolios that grow, accumulate cash, and compound. Little Book that Builds Wealth
Find stocks with wide economic moats that will be poised for long-term success.