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Year-End Portfolio To-Do List for Retirees

Morningstar.com

As 2017 comes to a close, Morningstar director of personal finance Christine Benz walked retirees through key decisions and deadlines to keep in mind in the coming weeks. She explored the best way to take required minimum distributions, if this is the right time to rebalance, how to generate cash for living expenses, and the importance of reviewing your withdrawal rate. Christine also took portfolio and personal finance questions live during the event.

Click here to view a replay of the livesteam.