Thu, 22 Aug 2013
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Morningstar's Christine Benz walks investors through the basics of setting up and maintaining a 'bucket' retirement portfolio , including some of her favorite funds for retirees .
Munis have faced both interest rate and credit risk pressures, but at current levels, this varied asset class is worth considering, especially for those in higher tax brackets, say Morningstar's Candice Lee and Eric Jacobson.
Morningstar's Christine Benz demonstrates how to make a bucket portfolio best work for you, touching on allocation, RMDs, other income sources, and more.
Morningstar's Russ Kinnel, Sarah Bush, and Christine Benz highlight their top fund picks for domestic and foreign equity, core bond , inflation-protected securities, and much more.
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