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Investing Specialists

A Year-End Checklist for Retirees

On the docket: required minimum distributions, mutual fund capital gains distributions, charitable giving, and more.

As I write this, I'm sipping a Thanksgiving Blend from one of the new Starbucks holiday cups, and workers are setting up the Christkindlmarket in Daley Plaza outside of Morningstar headquarters. The tree is up at Macy's and the bargain-hunters have cleared any remaining Halloween candy from the shelves at Walgreens.

Yup, it's November, and with just two months left in the year, a host of financial and investment-related tasks that seemed easy to back-burner earlier in the year are coming up on a hard deadline.

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