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Tips for Asset Location & Allocation in Retirement Accounts

Morningstar's Christine Benz outlines how a bucket approach can guide allocation and rebalancing decisions in retirement, and offers pointers on distributing asset types across various retirement accounts.

Jason Stipp: I am Jason Stipp from Morningstar. It's IRA Improvement Week on Morningstar.com, and today we're considering frameworks for thinking about asset allocation and rebalancing in retirement. This can be somewhat of a "sticky wicket" as Morningstar's Christine Benz likes to say. She is here with me today to talk about some general rules of thumb and guidelines for helping you with this.

Thanks for joining me, Christine.