Sun, 5 Aug 2012
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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.
IRA expert Ed Slott discusses the pros and cons of leaving an IRA to a spouse, children or grandchildren, a trust, or a charity.
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 .
Investors may consider gifting the money or steering it into tax-managed or tax-efficient investments, says Morningstar's Christine Benz .
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