Thu, 27 Aug 2015
How you ask questions can have a profound impact on how your clients respond--and therefore how financial plans are implemented.
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.
Investors may consider gifting the money or steering it into tax-managed or tax-efficient investments, says Morningstar's Christine Benz .
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.
Special presentation: Learn how 'cheaping out,' building in discipline, and other simple steps help successful investors get it done.
When using the maneuver, mind the pro-rata rule, don't dally with your nondeductible IRA , and remember the do-over option, if you need it, says Morningstar's Christine Benz .
IRA expert Ed Slott discusses the pros and cons of leaving an IRA to a spouse, children or grandchildren, a trust, or a charity.
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.
We head off confusion on Roths versus Traditional, age and income limits, and what to put inside of an IRA .
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