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David Blanchett

David M. Blanchett, Ph.D., CFA, CFP®, is head of retirement research for Morningstar’s Investment Management group.

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Fees, investments, and advice are just some of the factors that investors should weigh when deciding about rolling over a 401(k), says Morningstar's David Blanchett.

With mortality improvements, investors planning for a long retirement should consider an annuity, delaying Social Security, and being more aggressive with their portfolio.