funds themselves have high costs relative to their peer groups, or simply aren't best of breed. Many banks offer HSAs, for example, but the investment lineups are limited to the house brand of mutual funds. See More Articles by Christine Benz
Thought i save the article but cannot find. How do I get it again? Also, some of the info in the rticle seems at variance with the IRS rules for HSA's.
also works on the Bronze-rated Thornburg Income Builder TIBAX. But the fund's terrible showing in 2008, when it lost nearly half of its value, demonstrates that its bold positioning can have a downside. See More Articles by Christine Benz
her favorite ideas for more conservative retirees is Christine Benz , our director of personal finance. Christine, thanks for joining me. Christine Benz : Jason, great to be here. Stipp: So, investors
expenditures aren't impeding your ability to contribute to other tax-sheltered retirement-savings vehicles. The Bogleheads site has a useful analysis on the question of whether to spend or save HSA assets. See More Articles by Christine Benz
Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Amid a volatile equity market, investors ..... Strauts: Glad to be here. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com.
purchased them. Thus, a shareholder who sells shares pre-emptively to avoid a distribution may inadvertently trigger another, even larger tax bill on the spread between the cost basis and the sale price. See More Articles by Christine Benz
suboptimal for investors who are in active drawdown mode, because they won't exert control over which parts of their portfolios their withdrawals come from. This article explores that point in greater detail. See More Articles by Christine Benz
out of line with what you thought they would be. The potential for those unanticipated expenses argues for nudging your own income-replacement rate a bit higher to allow for some wiggle room in your planning. See More Articles by Christine Benz
and still fall too far behind inflation; for years we have leaned towards a bucket approach and recently M*'s Christine Benz has touted it, but it seems that maintaining 3 buckets and $ flowing among them is a lot of unnecessary work, when