Crafting a Comfortable Portfolio for Retirement
Christine Benz says consolidating accounts, staying conservative, and keeping costs low is important as retirement nears.
Christine Benz says consolidating accounts, staying conservative, and keeping costs low is important as retirement nears.
Note: This video is part of Morningstar's 7 Days to Retirement Readiness week special report.
Christine Benz: Hi, I'm Christine Benz for Morningstar.com. As retirement draws close, it's a great time to take a fresh look at your investments. You may be rolling over money from your workplace retirement plan to an IRA, for example, or consolidating multiple accounts together.