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Christine Benz Videos

  1. Christine Benz's 6-Step Portfolio Checkup

    Morningstar's director of personal finance outlines how to gauge your portfolio's viability, evaluate your allocation, troubleshoot risk factors, and more in this special Web seminar presentation.

  2. How to Fine Tune Your Investment Mix in Retirement

    In addition to moving from stocks to bonds, investors may also pivot away from more volatile intra-asset-class tilts as they move into retirement, says Morningstar's Christine Benz .

  3. 'Backdoor' IRA Forget-Me-Nots

    When using the maneuver, mind the pro-rata rule, don't dally with your nondeductible IRA, and remember the do-over option, if you need it, says Morningstar's Christine Benz .

  4. Making Money Last in Retirement

    Panel discussion: Christine Benz , advisor Mark Balasa, and Morningstar columnist Mark Miller discuss how withdrawal rates, asset allocation, Social Security decisions, and long-term-care insurance factor into portfolio sustainability.

  5. 12 Contrarian Fund Picks for Your IRA

    Morningstar's Christine Benz recommends these tried-and-true value-leaning stock funds, still-open foreign-stock favorites, and TIPS funds for investors who want to tilt against the grain.

  6. 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 .

  7. 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 .

  8. Retirement Readiness on the Rise ... for Some

    Home-price appreciation and a strong stock market have brightened the picture for savers, but not across the board, says Morningstar's Christine Benz .

  9. 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 .

  10. Moving to Index Funds? Bring This Roadmap Along

    Before going passive, investors need to check under the hood and examine expenses, says Morningstar's Christine Benz .

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