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Tax Tips & News: portfolio

Is Your Investment Portfolio Tax Efficient?

4 minutes read

Is Your Portfolio Tax-Efficient?

Having a tax-efficient investment portfolio is a plus for many taxpayers. What makes this a desirable strategy when it comes to paying Uncle Sam and how can you make your investment portfolio even more tax efficient? There are plenty of ways to make more efficient investments and be financially savvy whether you’re investing on your own, with the help of new apps, products and services or with advice from a professional.

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Your Portfolio And Upcoming Tax Law Changes

13 minutes read

Make Changes or Stand Pat?

By Christine Benz | Morningstar – Sun, Jul 29, 2012 7:00 AM EDT

A slew of Bush-era tax laws are set to expire at the end of 2012, affecting the tax rates on everything from dividends to capital gains to ordinary income and estates. But a lot remains unsettled, too, particularly given that we’re in the midst of an election year and the direction of tax rates remains a key bone of contention.

Posting in the Portfolio Design/Management forum of Morningstar.com’s...

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