Panel discussion: ChristineBenz , advisor Mark Balasa, and Morningstar columnist Mark Miller discuss how withdrawal rates, asset allocation, SocialSecurity decisions, and long-term-care insurance factor into portfolio sustainability.
Financial planner Mark Balasa and Morningstar's ChristineBenz and David Blanchett tackled viewers' most pressing retirement questions, from determining savings rates and income needs to planning forSocialSecurity and maximizing retirementaccounts .
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 SocialSecurity , and more, says financial planner Michael Kitces.
This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...