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Tax-Efficient Investing: Optimizing Asset Location with Higher-Yielding Assets
Manage episode 398964753 series 1414536
We speak with Christine Benz, Morningstar's personal finance guru, about the significant impact of higher yields on retirement planning. Benz discusses the potential benefits of adding a basic fixed immediate annuity to retirement plans, the importance of asset location for higher-yielding assets, and the advantages of investing in defined maturity bond funds. She also shares insights on the iShares I bond Term TIPS ETFs and the implications of higher interest rates on portfolio returns. Don't miss this informative discussion on optimizing your retirement strategy.
WEALTHTRACK Episode 2023 originally broadcast on Feburary 02, 2024
Get: Safe Retirement Withdrawal Strategies: https://www.morningstar.com/lp/the-state-of-retirement-income
375 פרקים
Manage episode 398964753 series 1414536
We speak with Christine Benz, Morningstar's personal finance guru, about the significant impact of higher yields on retirement planning. Benz discusses the potential benefits of adding a basic fixed immediate annuity to retirement plans, the importance of asset location for higher-yielding assets, and the advantages of investing in defined maturity bond funds. She also shares insights on the iShares I bond Term TIPS ETFs and the implications of higher interest rates on portfolio returns. Don't miss this informative discussion on optimizing your retirement strategy.
WEALTHTRACK Episode 2023 originally broadcast on Feburary 02, 2024
Get: Safe Retirement Withdrawal Strategies: https://www.morningstar.com/lp/the-state-of-retirement-income
375 פרקים
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