UPDATE: Post-tax filing resolutions: Promise to do better
Little-known RMD issues do pop up every once and awhile.
Morningstar's Christine Benz demonstrates how to make a bucket portfolio best work for you, touching on allocation, RMDs, other income sources, and more.
Natalie Choate answers reader questions about calculating multiple beneficiary and 'much younger spouse' RMDs.
Morningstar.com readers share their thoughts on the virtues of saving enough, holding a cash cushion, and walking the dog.
Goofs can crop up during the accumulation phase as well as when you roll over monies and take distributions in retirement.
What a difference a year makes. Last year, the term “fiscal cliff” was at the forefront of taxpayers’ and investors’ minds. We contemplated how the expiration of the Bush tax cuts, estate tax changes and the AMT patch, combined with the rollout of new health care taxes, would impact an economy ...