Sun, 1 Sep 2013
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With short-term rates remaining low, we don't anticipate an immediate impact on the cost of leverage financing for most CEFs.
Morningstar's Christine Benz discusses how to improve your take-home return by reducing the drag of unnecessary tax exposure.
Morningstar's John Rekenthaler offers his thoughts on how retirees should approach their withdrawals, particularly the 4% rule, the need for flexibility, and the role of longevity.
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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