Year-End Portfolio To-Do List for Retirees

As 2017 comes to a close, Morningstar director of personal finance Christine Benz walked retirees through key decisions and deadlines to keep in mind in the coming weeks. She explored the best way to take required minimum distributions, if this is the right time to rebalance, how to generate cash for living expenses, and the importance of reviewing your withdrawal rate. Christine also took portfolio and personal finance questions live during the event.

Click here to view a replay of the livesteam.

Here are some articles that may also help with year-end planning.

Rebalancing: The Swiss Army Knife in Your Retirement Tool Kit Scaling back appreciated equity positions can do more for you than reduce risk.

With Reform Looming, Look at These Year-End Tax To-Do's There is plenty of uncertainty about the tax code, but considering these strategies before the end of the year is worth your time, says Baird's Tim Steffen.

How to Give Your Portfolio a Makeover Christine Benz offers some tips on how to overhaul your retirement plan.

A Year-End Checklist for Retirees On the docket: required minimum distributions, mutual fund capital gains distributions, charitable giving, and more.

4 Year-End Charitable Giving Strategies for Retirees Market appreciation, prospect of tax reform make giving to charity more attractive than ever.

Click here to view a replay the livesteam.