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Jason Stipp

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  1. 5 Best Practices for Limiting Your Tax Burden in Retirement

    A flexible withdrawal strategy, diversification across account types, and targeted Roth conversions can limit the tax drag for retirees, says Morningstar's Christine Benz.

  2. Tax Priorities for Investors at Every Life Stage

    From your 20s to your 70s, these tax tactics can help you keep more of your investment earnings.

  3. Friday Five: Don't Fret Over Rate Hike Timing

    The exact timing of a rate increase shouldn't have a huge impact for most long-term investors. Plus, perspective on Wal-Mart's wage hike, Berkshire's energy sale, and Priceline's lift-off this week.

  4. Friday Five: Not Much Gas for Retail Sales

    Savings at the pump didn't spur much other retail spending in January. Plus, narrow-moat Gap looks like a bargain, while Coke and Amex deal with headwinds.

  5. Friday Five: What Will the Fed Do Now?

    With inflation still low, a faster rate hike is not a foregone conclusion, says Morningstar markets editor Jeremy Glaser. Plus, one step forward, one step back for Greece, and more.

  6. 3 Ways to Help Aging Parents With Their Finances

    Concrete steps for streamlining your parents' day-to-day financial management, tuning up their portfolio plan, and covering key estate considerations.

  7. Friday Five: The Ones You Don't See Coming

    We break down this week's Swiss surprise. Plus, our take on big bank results, Tiffany's sell-off, and Priceline's new 5-star status.

  8. 4 Tech Firms in Transition

    Earnings reports this week showed how Netflix, IBM, Microsoft, and eBay are thinking about their futures. Plus: Europe's QE is no cure-all.

  9. Friday Five: What's Weighing on Earnings?

    Though Apple had a record-breaking quarter, the energy slide and strong dollar have been fierce headwinds for many other firms.

  10. Rising Rates: Good or Bad for Retirees?

    Higher rates could bring much-needed yield to safer investments but could also crunch longer-term bond holdings and some areas of the stock market, says Morningstar's Christine Benz.

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