This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact The Epoch Times Reprints.
Keep rebalancing, RMDs, fund capital gains, and account-funding deadlines in mind during your portfolio review, says Morningstar’s Christine Benz.
Pre-retirees should investigate long-term care insurance and HSAs as ways to hedge against healthcare cost inflation and longevity risk in retirement, says Fidelity’s John Sweeney.
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.
Tax-loss selling is the tax technique of using investment losses against capital gains to cut your overall tax hit.
In investing, pay attention to the boom-bust pattern to avoid being too eager when prices and risk are peaking, and too timid when they have dropped.
World Bank president Jim Yong Kim recently announced that the Bank would cut coal from its portfolio of investment projects.
