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  1. Don't Make These Tax Mistakes

    Inefficient contributions and withdrawals and poorly timed asset purchases are among the many common tax-related blunders, but Morningstar's Christine Benz offers solutions to avoid such pitfalls.

  2. 401(k)s on the 'Right Way' Toward Retirement

    Retirement-plan investing patterns have moved closer to what experts say are ideal asset allocations, but pre-retirees remain more inactive than they should be, says Vanguard's John Ameriks.

  3. 5 Tax-Planning Tips for Retirees

    Morningstar's Christine Benz offers hints for how retirees should approach taxes in regard to portfolio withdrawals, RMD reinvestments, property, health care, and estate planning.

  4. Reasons Retirees Avoid Annuities

    Vanguard's John Ameriks says annuities carry much value, but real-world issues and other disincentives make the products undesirable for many retirees.

  1. A Taxing Dilemma: Foreign Investments and Your Retirement Account

    Investors with IRA and 401(k) accounts still may end up paying foreign income taxes.

  2. How to Avoid Blowback From 'The Tax Torpedo'

    Limiting the taxation of Social Security benefits is another reason to aim for tax diversification.

  3. 401(k) Plan Fees Decline in 2012

    The average total cost for a small retirement plan declined from 1.47% to 1.46%. For large retirement plans, total plan costs fell to 1.03% from 1.08%.

  4. Advisors Beware: Silicon Valley’s Jemstep Targets Underserved Mass Affluent

    For a fraction of brokers' fees, Jemstep offers buy/sell trade ideas for an individual’s 401(k), IRA and brokerage accounts.

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