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.
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 Christine Benz offers hints for how retirees should approach taxes in regard to portfolio withdrawals, RMD reinvestments, property, health care, and estate planning.
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.
These plans offer investors many benefits in saving for retirement, but they also have their drawbacks.
The 401(k) is really a thrift plan that we've tried to redesign into a retirement plan, and it needs to change, says the Vanguard founder.
Morningstar's Christine Benz outlines the advantages and drawbacks of working longer, tapping Social Security early, upping your savings rate, and tilting toward riskier assets to offset retirement-saving shortfalls.
March 14-18: Tips, strategies, and picks for tax-conscious investors.
Get the basics on deductibility, estate planning, and naming a charity as IRA beneficiary.
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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