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Year-End Financial Planning Tips With an Eye on Taxes

Vanguard's Maria Bruno offers some fourth-quarter portfolio strategies prepare retirees for next year's tax season.

Christine Benz: Hi, I'm Christine Benz from Morningstar. We're in the fourth quarter and that means it's time for all investors, but especially retirees, to strategize about year-end tax and portfolio planning. Joining me to share some tips for the fourth quarter is Maria Bruno. She's head of U.S. Wealth Planning Research at Vanguard. Maria, thank you so much for being here.

Maria Bruno: Thanks. Always good to be here, Christine.