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4th-Quarter Tax-Planning Tips for Retirees

Planning for distributions and deductions now can ease your tax burden next spring.

4th-Quarter Tax-Planning Tips for Retirees

Susan Dziubinski: Hi, I'm Susan Dziubinski from Morningstar.com. It's hard to believe it's already fall. And that means the fourth-quarter tax-planning season will be here before you know it. Joining me to share some items that retirees should have on their radar in this year's final three months is Christine Benz. She's Morningstar's director of personal finance.

Christine, thanks for joining us today.

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