Wed, 20 Mar 2013
Read the rest of this article on Advisor One
Morningstar's Christine Benz offers hints for how retirees should approach taxes in regard to portfolio withdrawals, RMD reinvestments, property, health care, and estate planning.
The outlook for bonds is just as cloudy as ever, but Morningstar's Miriam Sjoblom and Marta Norton offer helpful tips for setting the right expectations and creating a game plan in today's challenging bond market.
Schwab U.S. TIPS ETF is one of the cheapest options available for investors looking to take out some portfolio insurance.
©2017 Morningstar Advisor. All right reserved.