Thu, 21 Nov 2013
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A flexible withdrawal strategy, diversification across account types, and targeted Roth conversions can limit the tax drag for retirees, says Morningstar's Christine Benz.
Tuition inflation may be waning, but debt still weighs on many recent graduates, reports Morningstar's Adam Zoll.
As equity funds have fewer losses to offset gains, investors with taxable accounts should closely monitor their holdings and brace for larger tax bills this year.
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