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Morningstar.com's Portfolio Makeover Week

Morningstar Articles

Fri, 20 May 2011

Morningstar's Christine Benz helps investors assess allocations, check their progress, target holes and overlap, and upgrade their holdings.

Related Videos

  1. 6 Ways to Curb Taxes in Retirement

    Investors who build tax diversification, get savvy with RMDs, mind state taxes, and avoid the 'tax torpedo' can lighten their tax loads considerably in retirement, says Morningstar's Christine Benz .

  2. Experts Answer Your Retirement Questions

    Financial planner Mark Balasa and Morningstar's Christine Benz and David Blanchett tackled viewers' most pressing retirement questions, from determining savings rates and income needs to planning for Social Security and maximizing retirement accounts .

  3. Can 401 (k )s Get the Job Done?

    Roundtable Report: Christine Benz , John Rekenthaler, and David Blanchett weigh in on how this savings vehicle can be made better and used better by the increasing number of Americans who will depend on it.

  4. What Goes on Your Retirement Readiness Checklist?

    Those approaching retirement will want to update their personal balance sheet, optimize their spending budget and asset allocation, make a plan for Social Security , and more, says Baird's Tim Steffen.

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