Mon, 10 Jun 2013
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The 401 ( k ) is really a thrift plan that we've tried to redesign into a retirement plan , and it needs to change, says the Vanguard founder.
Inefficient contributions and withdrawals and poorly timed asset purchases are among the many common tax-related blunders, but Morningstar's Christine Benz offers solutions to avoid such pitfalls.
Investors may consider gifting the money or steering it into tax-managed or tax-efficient investments, says Morningstar's Christine Benz .
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.
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