Fri, 27 Dec 2013
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With vast differences in funding levels across states, muni investors need to carefully consider the impact of pension obligations when assessing muni-credit worthiness, says Morningstar's Rachel Barkley.
Bundled together, small tweaks can help investors get their portfolios ready for retirement, says Morningstar's Christine Benz in this special one-hour presentation.
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 .
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