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.
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.
Christine Benz answers reader questions about how to handle dividend payers in light of potential 2013 tax increases.
Morningstar's director of personal finance offers tips for tidying up old 401(k)s, sweeping out stray investments, and taking stock of company stock.
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.
These plans offer investors many benefits in saving for retirement, but they also have their drawbacks.
You're likely to see red ink in bonds and still-strong year-to-date performance in stocks when you check your portfolio after a rocky second quarter. Our director of personal finance offers tips for what to do next.
Morningstar research found that the 4% withdrawal rate is not as practical for retirees as many think, while an optimal approach combines mortality rates with portfolio performance.
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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