Wed, 4 Dec 2013
The argument for owning more stocks with age.
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.
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.
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.
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.
Morningstar's Christine Benz addresses who sequestration will and won't affect, changing prices for long-term care, and a timely mortgage-paydown strategy.
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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