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Christine Benz on Muck Rack

Christine Benz

Chicago
As seen in: Morningstar, The Long View, MSN, MSN Australia, MSN Canada, MSN Money Canada, MSN UK, Business Insider, Daily Mail, The Independent (UK), The Washington Post, Yahoo Canada and
Director of personal finance and retirement planning for Morningstar. Author of the bestselling book "How to Retire." linktr.ee/christine_benz
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Articles

A hierarchy for retirement savings

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By Christine Benz
| Tribune Chronicle Verified
If you have a fixed sum of money to invest every month or every year, which investment account type gives you the biggest bang for your buck? There are no one-size-fits-all answers, but this framework for retirement savings is a good starting point. 1: Invest enough in a 401(k)/other company retirement plan to earn matching contributions. 1. Why: To take advantage of free money. 2. Deprioritize if: Your 401(k) offers no matching contributions. In that case, proceed directly to No. 2.
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Best ways to be sure you can afford long-term care

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By Christine Benz
| Nashville Ledger Verified
I’ve written about how to decide how much to set aside for long-term-care expenses for people who have decided to forgo insurance. But where and how should those funds be invested? Where to invest for long-term care You don’t have to maintain a separate account for your long-term care fund, but you do need to let your loved ones know of its existence. The question is, which account makes the most sense, from a tax perspective, as a receptacle for out-of-pocket long-term-care costs?
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Tax-Efficient Retirement-Saver Portfolios for Minimalist Investors

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By Christine Benz
| Morningstar
While investors are often urged to focus on tax-sheltered accounts for their retirement savings, there are many good reasons to stash assets in a taxable account, too. A key reason to do this is if you’re a supersaver who has maxed out the available tax-sheltered vehicles and still has assets to invest. Once you’ve made all of those 401(k) and IRA contributions, investing in a taxable account may be your only option.
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