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  1. Benz: A Year-End Tax-Planning Checklist

    In this presentation, Christine Benz discusses steps investors can take today--including tax-loss harvesting and portfolio repositioning--to manage their tax bills in 2016.

  2. Tax-Saving Strategies for Charitably Inclined Retirees

    The now-permanent qualified-charitable-distribution rules allow investors to donate to charity and reduce their tax bills, but that's by no means the only tax-friendly way to donate, says financial-planning expert Michael Kitces.

  3. Why 70 Is the Pivotal Age for Retirement Planning

    For retirees , everything changes when they must begin tapping their tax-deferred retirement accounts , says retirement expert Ed Slott.

  4. How to Make the Most of Your 401(k)

    In this special presentation, get the answers to key questions about the quality of your plan, whether your savings are on track with your goals, how to allocate assets, and what to do with assets when you leave your job.

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