• / Free eNewsletters & Magazine
  • / My Account
Home>Christine Benz Videos

Christine Benz Videos

  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. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

  7. 3 Funds That Mind the Downside

    Five years into the current bull market, investors might want to consider funds that emphasize risk control, says Morningstar's Russ Kinnel.

  8. 5 Dos and Don'ts for Your Year-End Portfolio Checkup

    Keep rebalancing, RMDs, fund capital gains, and account-funding deadlines in mind during your portfolio review, says Morningstar's Christine Benz .

  9. 4 Key Retirement Risks and How to Overcome Them

    Morningstar's Christine Benz offers solutions for facing a bear market early in retirement, outliving your money, falling behind inflation, and managing high health-care expenses.

  10. What Should Your Portfolio Look Like in Retirement?

    Your cash flow needs can help you triangulate a sensible asset mix in retirement, says Morningstar director of personal finance Christine Benz .

12345
Upcoming Events
Conferences
Webinars

©2014 Morningstar Advisor. All right reserved.