Thu, 17 Mar 2011
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Director of personal finance Christine Benz will help you check your true exposures and stress-test your holdings in session 2 of Morningstar's 2012 Midyear Financial Checkup.
Keep rebalancing, RMDs, fund capital gains, and account-funding deadlines in mind during your portfolio review, says Morningstar's Christine Benz .
Morningstar's Christine Benz discusses how to improve your take-home return by reducing the drag of unnecessary tax exposure.
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