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Special Report

Morningstar's Tax Relief Week

Strategies and picks for lessening the tax bite.

Investors in it for the long haul know they can't control the market. They can't impact how much the Fed is going to raise interest rates, where oil prices go, or what is happening the global political arena. They also can't 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 watch how much they're spending on their investments, and what trading costs them. 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 aftertax kitty.

Morningstar's Tax Relief Week will offer ideas for how to be more tax-savvy with investments. We'll offer tips for making the most of tax-sheltered accounts, optimizing taxable holdings, finding tax-efficient investments, and crafting tax-aware portfolios. Stay tuned: We'll be updating this page all week with a new set of daily reports.

Special Report Roundup: Top Tips for Tax Relief
4 Strategies for an Organized Tax Season
401(k) Investors: Avoid These 20 Mistakes
How Investors Can Optimize Taxable Accounts
Are You Holding Your Assets in the Right Types of Accounts?
10 Ways to Curb Taxes in Retirement

Monday: Limit the Drag of Taxes on Your Investments
Watch Out for Tax Drag on Investments
Your 2017 Tax Fact Sheet and Calendar
4 Strategies for an Organized Tax Season
Roth, Traditional, or Taxable? Why Your Best Answer May Be 'Yes'
7 Questions to Ask About Your 1099

Tuesday: Maximize Tax-Sheltered Accounts
Make the Most of Tax-Sheltered Accounts
A Hierarchy for Retirement Savings
401(k) Investors: Avoid These 20 Mistakes
20 IRA Mistakes to Avoid
Last-Minute IRA Contribution Can Cost You
Aftertax 401(k): Most Investors Should Walk on By

Wednesday: Optimize Taxable Accounts
How Investors Can Optimize Taxable Accounts
How Tax-Efficient Is This Fund?
Should You Bother With a 'Tax-Managed' Fund?
A Tax-Efficient Portfolio Makeover May Be Less Painful Than You Think
Strategy and Structure Make ETFs Tax Efficient
Munis Rebound From Postelection Sell-Off, but What's Next?

Thursday: Build Tax-Efficient Portfolios
Building a Tax-Efficient Portfolio
Are You Holding Your Assets in the Right Types of Accounts?
3 Tax-Efficient Retirement-Saver Portfolios
3 Tax-Efficient 'Bucket' Portfolios for Retirees
Model Tax-Efficient Portfolios for Short- and Intermediate-Term Investors

Friday: Be Tax-Smart in Retirement
Control Your Taxes in Retirement
10 Ways to Curb Taxes in Retirement
Get a Tax-Smart Plan for In-Retirement Withdrawals
Don't Be Dogmatic About Retirement-Portfolio Withdrawals

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