Mon, 10 Dec 2012
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Financial columnist Gail MarksJarvis lays out planning strategies for taxes, Social Security, Medicare, and more, that retirees and pre- retirees should keep in mind amid U.S. budget uncertainty.
Health-savings accounts can be used to save for long -term-care costs in retirement, while a Roth IRA can double as an emergency fund or a vehicle for college savings, says Morningstar's Christine Benz.
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.
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