Tax Planning Tips and Fund Picks: A Q&A With Morningstar's Christine Benz
Morningstar's Christine Benz discusses reducing the drag of taxes on a portfolio and shares some of her favorite mutual funds.
One of the most common requests that Morningstar StockInvestor editor Matt Coffina receives from his subscribers is to provide guidance on asset allocation. The past two issues of StockInvestor have featured discussions between Matt and Christine Benz, Morningstar's director of personal finance; they've covered asset allocation, retirement portfolio planning, and tax issues. Below is an excerpt of their conversation; you can read the first part of their discussion, which focused largely on retirement portfolio planning, here.
Matt Coffina: What's your view on target-date funds and robo-advisors, two increasingly popular ways to automate the asset-allocation process?
Matthew Coffina does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.
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