A Year-End To-do List for Investors

Don’t forget to top up tax-advantaged accounts and mind taxes as you rebalance your portfolio and stage your RMDs, says Vanguard’s Colleen Jaconetti.

A woman sends mail to file taxes, at the James A. Farley post office in Manhattan, New York City, on April 15, 2014. Spencer Platt/Getty Images

Video Transcript

Christine Benz: Hi, I’m Christine Benz for Morningstar.com. As the year winds down, investors should have a few key items at the top of their to-do list. I recently chatted with Colleen Jaconetti, who focuses on financial planning for Vanguard, to discuss some of them.