5 Dos and Don’ts for Your Year-End Portfolio Checkup

Keep rebalancing, RMDs, fund capital gains, and account-funding deadlines in mind during your portfolio review, says Morningstar’s Christine Benz.
5 Dos and Don’ts for Your Year-End Portfolio Checkup
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Video Transcript
Jason Stipp: I’m Jason Stipp for Morningstar. As we’re approaching the end of 2014, investors are trying to squeeze in their portfolio checkups amid all their other plans. Here to help with a list of dos and don’ts is Christine Benz, our director of personal finance.