March 14-18: Tips, strategies, and picks for tax-conscious investors.
By | 03-18-11 | 06:00 AM | Email Article

During's Tax Relief Week, Morningstar editors, strategists, and our director of personal finance, Christine Benz, will offer critical insights on 2010-11 tax issues plus pointers for crafting an overarching tax plan for your portfolio, including a tax-smart retirement drawdown plan. You'll also get guidelines for putting investments in taxable vs. tax-advantaged accounts, tips on maximizing tax-sheltered vehicles, and key considerations for Roth conversions. offers coverage of 950 stocks, 1,150 mutual funds, and 300 ETFs, plus market news, economic analysis, portfolio-planning insights, and investment commentary.

In addition, get our latest thinking on optimizing efficiency in your taxable portfolio, including our screen for topnotch tax-friendly funds, our take on prudent muni investing in today's environment, and ETFs/ETNs that can ease the tax burden.

Digging even deeper, we'll also help you avoid tax surprises on MLPs and non-qualified dividends and steer clear of retiree tax traps, and we'll check in with estate-planning experts to get their latest thinking.

Each day this week we'll update this center with links to new article and video reports, so be sure to bookmark this page and visit us often. You can also catch up with our coverage in the Minimize Taxes Center under's Real Life Finance tab. 

Monday, March 14
Craft a Tax Plan

Selected Content from Morningstar Contributors:

Tuesday, March 15
Managing Your Tax-Advantaged Accounts

Wednesday, March 16
Tips for Taxable Accounts

Selected Content from Morningstar Contributors:

Thursday, March 17
Avoid Tax Surprises

Friday, March 18
Your Retirement Tax Plan

Selected Content from Morningstar Contributors:

Securities mentioned in this article



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