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Christine Benz Videos

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  1. A Tricky Choice: Who Gets Your IRA?

    Video Reports

    Tue, 16 Dec 2014

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Who you name as a beneficiary for ..... all great insights. Thank you again. Slott: Thank you, Christine . Benz : Thanks for watching. I'm Christine Benz for Morningstar

    Christine Benz found at 0:00, 13:24

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Who you name as a beneficiary for your IRA is an important and surprisingly complicated decision. Joining me to discuss
    expertise. These are all great insights. Thank you again. Slott: Thank you, Christine . Benz : Thanks for watching. I'm Christine Benz for Morningstar.com.
  2. Inherited an IRA? Don't Fall Into the Tax Trap

    Video Reports

    Sun, 14 Dec 2014

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. If you've inherited an IRA from ..... thank you so much for being here. Ed Slott: Thank you, Christine . Benz : You are a real expert in IRAs and, particularly, distributions

    Christine Benz found at 0:00, 10:58

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. If you've inherited an IRA from a loved one, you have several important decisions to make. Joining me to discuss that topic is Ed Slott; he is a best-selling author and an IRA expert. Ed, thank you so much for being here. Ed Slott: Thank you, Christine . Benz : You are a real expert in IRAs and, particularly, distributions. So I'd like to discuss with you, Ed, what is a very
    for having me on the program. Benz: Thanks for watching. I am Christine Benz for Morningstar.com.
  3. 5 Retirement-Planning Pitfalls

    Video Reports

    Tue, 9 Dec 2014

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Retirement planning can be complicated ..... well as ways that people can avoid them. Steffen: Thanks, Christine . Benz : Thanks for watching. I'm Christine Benz for Morningstar

    Christine Benz found at 0:00, 7:45

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Retirement planning can be complicated, and it's easy to make mistakes. Joining me to discuss some key retirement-planning pitfalls is
    mistakes as well as ways that people can avoid them. Steffen: Thanks, Christine . Benz : Thanks for watching. I'm Christine Benz for Morningstar.com.
  4. Time to Get It Together (Tax Planning, That Is)

    Video Reports

    Sun, 7 Dec 2014

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. As the 2014 tax year winds down ..... you so much for being here. Tim Steffen: Great. Thanks, Christine . Benz : You put out a terrific comprehensive piece about year

    Christine Benz found at 0:00, 9:02

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. As the 2014 tax year winds down, what key planning items should investors have on their radar? Joining me to discuss this topic is Tim Steffen; he's director of financial planning for R.W. Baird. Tim, thank you so much for being here. Tim Steffen: Great. Thanks, Christine . Benz : You put out a terrific comprehensive piece about year-end tax planning . There were a lot of items in it. But let's
    for being here. Some great tips here. We appreciate it. Steffen: Thanks, Christine . Benz : Thanks for watching. I'm Christine Benz for Morningstar.com.
  5. 3 Funds That Mind the Downside

    Video Reports

    Fri, 5 Dec 2014

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. We're more than five years into the ..... Kinnel: You're welcome. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com.

    Christine Benz found at 0:00, 7:47

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. We're more than five years into the current bull market, so it's probably a good time to look at how
    for being here, Russ. Kinnel: You're welcome. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com.
  6. 5 Dos and Don'ts for Your Year-End Portfolio Checkup

    Video Reports

    Tue, 2 Dec 2014

    Here to help with a list of dos and don'ts is Christine Benz , our director of personal finance. Christine, thanks for joining me. Christine Benz : Jason, great to be here. Stipp: You have a list

    Christine Benz found at 0:12

    plans. Here to help with a list of dos and don'ts is Christine Benz , our director of personal finance. Christine, thanks for joining me. Christine Benz : Jason, great to be here. Stipp: You have a list of a few things investors should keep in mind as they're doing
  7. More Workers Get in on 401(k)s

    Video Reports

    Sat, 29 Nov 2014

    Christine Benz : Hi, I'm Christine Benz for Morningstar. Each year, Vanguard releases a report detailing how and what investors in Vanguard-managed company retirement plans are doing. I recently sat down with Jean Young at Vanguard to discuss

    Christine Benz found at 0:00

    Christine Benz : Hi, I'm Christine Benz for Morningstar. Each year, Vanguard releases a report detailing how and what investors in Vanguard-managed company retirement plans are doing. I recently
  8. 401(k) Savings: How Women Behave Differently Than Men

    Video Reports

    Thu, 27 Nov 2014

    Christine Benz : Hi, I'm Christine Benz for Morningtar.com. Do female 401(k) participants tend to behave differently than their male counterparts? I recently sat down with Jean Young at Vanguard to discuss that issue. Jean, thank you

    Christine Benz found at 0:00

    Christine Benz : Hi, I'm Christine Benz for Morningtar.com. Do female 401(k) participants tend to behave differently than their male counterparts? I recently sat down with Jean Young at
  9. 5 Things Investors Can Be Thankful for in 2014

    Video Reports

    Thu, 27 Nov 2014

    ve been invested in the market. Morningstar's Christine Benz says there are a few things that should make that ..... with me today. Thanks for joining me, Christine. Christine Benz : Jason, great to be here. Stipp: It has been a

    Christine Benz found at 0:10

    thankful for in 2014 if you've been invested in the market. Morningstar's Christine Benz says there are a few things that should make that list. She is here with me today. Thanks for joining me, Christine. Christine Benz : Jason, great to be here. Stipp: It has been a decent year in the market for investors, better than maybe we would
  10. Managing Retirement Health-Care Costs: What You Can Do Now

    Video Reports

    Tue, 25 Nov 2014

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Health-care costs are among the ..... such an important topic. Sweeney: Thank you for having me, Christine . Benz : Thanks for watching. I'm Christine Benz for Morningstar

    Christine Benz found at 0:04, 8:09

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Health-care costs are among the biggest expenses in many retiree households. Joining me to discuss how to plan for them
    This is such an important topic. Sweeney: Thank you for having me, Christine . Benz : Thanks for watching. I'm Christine Benz for Morningstar.com.
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