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.
Christine Benz answers reader questions about how to handle dividend payers in light of potential 2013 tax increases.
Financial columnist Gail MarksJarvis lays out planning strategies for taxes, Social Security, Medicare, and more, that retirees and pre-retirees should keep in mind amid U.S. budget uncertainty.
Investors need to rethink rules of thumb about asset location and understand the interplay between tax efficiency and expected returns, says financial-planning expert Michael Kitces.
Director of personal finance Christine Benz will help you check your true exposures and stress-test your holdings in session 2 of Morningstar's 2012 Midyear Financial Checkup.
Morningstar's Tim Strauts details the complicated tax treatment of MLPs, commodities, and other nontraditional assets, and offers several ETF and ETN picks along with another to avoid.
Low bond yields have called into question the safety of the 4% withdrawal strategy, while other avenues for extra retirement income have their own pros and cons, says Morningstar's David Blanchett.
J.P. Morgan's Katherine Roy analyzes behavioral trends she's seeing among retirees and pre-retirees, including when to claim Social Security, having an adequate savings target, preparing for inflation, and much more.
Morningstar's specialized calculator can work for you.
We highlight the best and worst candidates for this maneuver, and details on how it works.
Ask yourself these questions before going all-in on your company retirement plan.
Feb. 14-18, 2011: Get Morningstar's top IRA picks, plus tips on choosing an IRA, doing conversions and rollovers, benchmarking your IRA's performance, and more.
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