Benz's Top Tips for Contributing to an IRA
Christine Benz gets into the nitty gritty of IRA contributions and explains our resources and tools to help improve your IRA portfolio.
This presentation is an excerpt from our Premium-member webinar, Top Ideas for Your IRA.
Christine Benz: Now that those items are out of the way, let's take a look at our agenda for today. We are going to start by talking about the nitty gritty of IRA contributions. As many of you know, we are in IRA contribution season. You have until April 18 to make a contribution for the 2017 tax year, so I'll share some details about what you need to know before you make your contribution. Then, I'm going to spend some time talking about how to use Morningstar's resources and tools to help improve your IRA portfolio. Finally, in the bulk of today's presentation, we'll hear from some of Morningstar's top experts to get their best ideas for IRA contributions. Russ Kinnel will be joining us to share some actively managed fund picks. Ben Johnson will be here with some ETF ideas for IRA contributors. Sarah Bush is joining us with some fixed-income fund picks. Finally, Dan Rohr will be here to share some individual stock picks. We've got lots of concrete ideas if you are looking to fund an IRA or maybe make some improvements to your IRA portfolio.