Thu, 6 Mar 2014
Your baby boomer client will seem willing and maybe even enthusiastic about working on a retirement plan, but you must take the lead.
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.
Christine Benz answers reader questions about how to handle dividend payers in light of potential 2013 tax increases.
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.
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.
Retirement - plan investing patterns have moved closer to what experts say are ideal asset allocations, but pre- retirees remain more inactive than they should be, says Vanguard's John Ameriks.
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 .
January asset flows revealed heavy buying activity of open - end equity funds for the first time in several years, but it's too soon to call it a trend, says Morningstar's Michael Rawson.
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.
Investors with IRA and 401 ( k ) accounts still may end up paying foreign income taxes .
Use tax time to review your investment-related taxes , deductions, and contributions.
Take care to avoid these notable slip-ups involving backdoor Roth IRAs, the five-year rule, and more.
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