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Christine Benz

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  1. Retirement Savings: 3 Ways to Play Catch-Up

    Consider ticking up your savings rate, working a bit longer (but maybe in a different job), and nudging your portfolio allocations, says Morningstar's Christine Benz .

  2. Kinnel's High-Conviction Fund Picks

    Dodge & Cox International and a handful of Primecap-managed funds offer low costs, stable management, as well as a clear and consistent strategy, says Morningstar's director of fund research.

  3. 2014 Leaders and Laggards in Fidelity's Lineup

    Two thirds of Fidelity's domestic-equity funds have beaten their category averages year to date, but some notable funds, including Contrafund and Low-Priced Stock, have looked more sluggish.

  4. Kinnel: 3 Funds to Boost Your Foreign-Stock Portfolio

    Vanguard Total International Stock, Harbor International, and Causeway International Value are good choices for investors light on international exposure.

  5. 3 year-end IRA distribution mistakes to avoid

    3 year-end IRA distribution mistakes to avoid

  6. The Long-Term Care Insurance Dilemma

    Readers weigh in on why they chose to purchase pricey long-term care policies--or not to.

  7. Inherited an IRA? Don't Fall Into the Tax Trap

    IRA inheritors should touch nothing until they understand the tax consequences, which can be irrevocable, says IRA expert Ed Slott.

  8. Time to Get It Together (Tax Planning, That Is)

    Baird's Tim Steffen offers some pointers on managing capital gains, taking a multiyear approach to income tax planning, and managing your tax liability in retirement.

  9. A Tricky Choice: Who Gets Your IRA?

    IRA expert Ed Slott discusses the pros and cons of leaving an IRA to a spouse, children or grandchildren, a trust, or a charity.

  10. 5 Retirement-Planning Pitfalls

    Not having a plan at the outset, holding too much company stock, and being too generous with family can trip up retirees, says Baird's Tim Steffen.

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