Home>Video>5 Biases of 'Accumulator' Clients

5 Biases of 'Accumulator' Clients

Thu, 18 Dec 2014

Overconfidence and illusions of control, among other issues, can complicate the investing lives of accumulator-type clients.

  1. Related Videos
  2. Related Articles
  3. Comments
  1. A Tricky Choice: Who Gets Your IRA ?

    IRA expert Ed Slott discusses the pros and cons of leaving an IRA to a spouse, children or grandchildren, a trust, or a charity.

  2. Tax Talk: What to Do With Dividend Payers

    Christine Benz answers reader questions about how to handle dividend payers in light of potential 2013 tax increases.

  3. 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.

  4. 6 Ways to Curb Taxes in Retirement

    Investors who build tax diversification, get savvy with RMDs, mind state taxes , and avoid the 'tax torpedo' can lighten their tax loads considerably in retirement, says Morningstar's Christine Benz .

  5. Inherited an IRA ? Don't Fall Into the Tax Trap

    IRA inheritors should touch nothing until they understand the tax consequences, which can be irrevocable, says IRA expert Ed Slott.

  6. Can 401(k)s Get the Job Done?

    Roundtable Report: Christine Benz , John Rekenthaler, and David Blanchett weigh in on how this savings vehicle can be made better and used better by the increasing number of Americans who will depend on it.

  7. A Tax Checklist for Same-Sex Couples

    After the Supreme Court struck down part of the Defense of Marriage Act, same-sex couples will want to consider new opportunities for amending income tax returns , streamlining estate plans, maximizing Social Security , and more, says financial planner Michael Kitces.

  8. 5 Dos and Don'ts for Your Year-End Portfolio Checkup

    Keep rebalancing, RMDs, fund capital gains, and account-funding deadlines in mind during your portfolio review, says Morningstar's Christine Benz .

blog comments powered by Disqus
Upcoming Events
Conferences
Webinars

©2014 Morningstar Advisor. All right reserved.