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        Special Report


        Strategies and investment ideas for lessening the tax bite.

        Investors can't control the market. They can't control the direction of interest rates or global growth. They can't even control what their fund managers buy and sell--or when they do it.

        Instead of fretting about what they can't influence, successful long-term investors control what they can. They keep their investment costs low. They set goals, match their investment allocations to those goals, and remain faithful to their plans. And they consider the toll that taxes can take on their wealth and try to maximize their after-tax kitty.

        Morningstar's Tax and IRA Guide offers ideas for how to be a more tax-savvy investor. Our guide includes tips for making the most of tax-sheltered accounts, optimizing taxable holdings, finding tax-efficient investments, and crafting tax-aware portfolios.

        Tax Time Nuts and Bolts 自制兰博基尼
        What You Can Learn From Your 1099 Forms?
        These forms can yield valuable intelligence about your portfolio's asset location and tax efficiency.

        4 Strategies for an Organized Tax Season
        Has tax season become a frustrating paper chase? These tactics can buy you some relief.

        Your 2020 Tax Fact Sheet and Calendar
        Bookmark this guide to stay abreast of the tax-related dates and data that should be on your radar this year.

        12 Tax Deductions and Credits You Shouldn't Overlook?
        If your income level is below certain thresholds, you may qualify for some of these tax-saving credits and deductions.

        11 Tax Deductions You Can Still Take?
        Be sure you're making the most of your tax deductions.

        What’s The Difference Between Marginal and Effective Tax Rates??
        How to figure out your rates, and which one matters more.

        HSAs Offer Path to Tax Deduction
        Christine Benz explains the tax advantages of health savings accounts, if you're eligible.?

        IRA Basics 自制兰博基尼
        Roth or Traditional IRA: Which Should You Choose??
        Here's a simple system to help you break down the choice.

        10 Myths About IRA Contributions?
        We clear up some key points of confusion for would-be contributors.

        20 IRA Mistakes to Avoid?
        From contributions to conversions to distributions, don't fall into these traps.

        How to Get the Most Out of Your IRA Contributions?
        Tips for selecting the right account type, using new contributions to adjust your portfolio's allocation.

        How to Avoid IRA Pain Points
        Small steps to avoid the 'procrastination penalty' can make a big difference in your eventual return.

        Last-Minute IRA Tips
        Christine Benz has some tips for those trying to squeeze in a contribution for the 2019 tax year.?

        IRA Tips for Later in Life
        Christine Benz discusses how the SECURE Act affects required minimum distributions.?

        Investing Your IRA 自制兰博基尼
        自制兰博基尼How to Identify the Best Investments for Your IRA?
        No matter your life stage or investment goals, identify the right investments for the job.

        Should You Keep Foreign Stocks Out of Your IRA??
        Tax considerations suggest yes, but other factors may argue against it.

        3 Fund Picks for an IRA ?
        There's still time to make contributions to an IRA for the 2019 tax year. Christine Benz shares some investment ideas to consider before tax day.

        4 Bond Fund Ideas to Flesh Out Your IRA
        Karin Anderson discusses some choices from the core and core-plus intermediate-term bond category.

        3 Stock Picks for Your IRA
        We discuss what makes these stocks appealing right now.

        Creating A More Tax-Efficient Portfolio 自制兰博基尼
        A Tax-Efficient Portfolio Makeover May Be Less Painful Than You Think?
        Proper accounting of cost basis is essential to avoid paying more taxes than you need to.

        4 Mutual Fund Ideas for IRAs
        Russ Kinnel offers a range of suggestions for those looking for a new holding.

        Are You Holding Your Assets in the Right Types of Accounts??
        Taking care with asset placement can result in big tax savings.

        Tax-Efficient Retirement Saver Portfolios
        We've designed these portfolios to maximize returns while limiting Uncle Sam's take.

        Tax-Efficient Retirement Bucket Portfolios
        Our model portfolios are designed to facilitate in-retirement cash flows--and to limit Uncle Sam's take.

        Tax-Efficient Model Ports for Short/Intermediate Goals
        They key isn't to take no risk at all, but to let the probabilities tell you how much.