Skip to Content
US Videos

6 Mistakes to Avoid With Taxable Accounts

Taxable accounts can play a key role for investors, so long as they are careful about what investments they put in and how they sequence withdrawals.


Jason Stipp: I'm Jason Stipp for Morningstar. We all know the importance of 401(k)s, IRAs, and other types of retirement accounts, but your taxable accounts can also play a big role in retirement planning. Here to talk about some mistakes that folks should avoid with their taxable accounts is Christine Benz, our director of personal finance.

Christine, thanks for joining me.

Christine Benz does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.