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Retirement Planning

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  1. Inherited an IRA? Don't Fall Into the Tax Trap

    Video Reports

    Sun, 14 Dec 2014

    IRA inheritors should touch nothing until they understand the tax consequences, which can be irrevocable, says IRA expert Ed Slott.

  2. 5 Retirement - Planning Pitfalls

    Video Reports

    Tue, 9 Dec 2014

    Benz for Morningstar.com. Retirement planning can be complicated, and ..... Joining me to discuss some key retirement - planning pitfalls is Tim Steffen ..... terrific piece highlighting 10 retirement - planning mistakes that folks often

    Retirement Planning found at 0:06

    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 Tim Steffen--he's director of financial planning for R.W. Baird. Tim, thank you so much for being here. Tim Steffen: Thanks. Benz: You put out a terrific piece highlighting 10 retirement - planning mistakes that folks often run into. Let's cherry-pick some of them. The first--and you think sort of an overarching issue with a
  3. Time to Get It Together (Tax Planning, That Is)

    Video Reports

    Sun, 7 Dec 2014

    give you the lowest tax cost over that multiyear period. Benz: You also had some tips for folks in the realm of retirement planning and the way that it intersects with tax planning. Let's talk about some key tips for folks who are still accumulating

    Retirement Planning found at 7:01

    Benz: You also had some tips for folks in the realm of retirement planning and the way that it intersects with tax planning. Let's talk about some key tips for folks who are still accumulating for
  4. 5 Dos and Don'ts for Your Year-End Portfolio Checkup

    Video Reports

    Tue, 2 Dec 2014

    Keep rebalancing, RMDs, fund capital gains, and account-funding deadlines in mind during your portfolio review, says Morningstar's Christine Benz.

  5. More Workers Get in on 401(k)s

    Video Reports

    Sat, 29 Nov 2014

    Automatic enrollment has pushed participation rates in Vanguard employer-sponsored plans above 75%, but the average contribution rate has dipped, according to Vanguard's annual How America Saves study.

  6. 401(k) Savings: How Women Behave Differently Than Men

    Video Reports

    Thu, 27 Nov 2014

    By income band, women are about 10% more likely to participate in a company plan--and to save at a higher rate--than men, says Vanguard's Jean Young.

  7. 5 Things Investors Can Be Thankful for in 2014

    Video Reports

    Thu, 27 Nov 2014

    A Goldilocks market, falling investment costs, and a few remaining pockets of value make the list this year.

  8. Managing Retirement Health-Care Costs: What You Can Do Now

    Video Reports

    Tue, 25 Nov 2014

    Pre-retirees should investigate long-term care insurance and HSAs as ways to hedge against health-care cost inflation and longevity risk in retirement, says Fidelity's John Sweeney.

  9. Three Essentials Missing From Many Retirement Plans

    Commentary

    Sat, 22 Nov 2014

    With the recent recession resulting in losses for millions and changing legislation impacting several facets of retirement planning , discussing a retirement plan with a financial advisor is a must. A good advisor compares every plausible scenario

  10. A Year-End To-Do List for Investors

    Video Reports

    Sat, 22 Nov 2014

    Don't forget to top up tax-advantaged accounts and mind taxes as you rebalance your portfolio and stage your RMDs, says Vanguard's Colleen Jaconetti.

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