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Crafting a Comfortable Portfolio for Retirement

Christine Benz says consolidating accounts, staying conservative, and keeping costs low is important as retirement nears.

Christine Benz

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.

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