5 Key Financial Jobs to Tackle Before 2027
#RetirementPlanning #FinancialChecklist #InvestingPortfolio
Christine Benz explains how to approach portfolio rebalancing, charitable giving, and retirement contributions.
Retirees and Preretirees: It’s Not Too Late to Derisk Your Portfolio https://www.morningstar.com/portfolios/retirees-preretirees-its-not-too-late-derisk-your-portfolio
00:00:00 Introduction
00:00:23 How to Rebalance Your Portfolio Before Year-End
00:02:57 How to Manage Taxes When Rebalancing Your Portfolio
00:05:20 Year-End RMD and QCD Strategies for Retirees
00:07:51 Tax Considerations for Charitable Giving in 2026
00:09:53 How to Prepare Your Finances for 2027
Watch more from Morningstar:
Will Danoff: If a Stock Has Doubled, Have You Missed Your Chance? https://youtu.be/Xrj3AMmIei8?si=nbLMIeVe7oZbwRjQ
Will Danoff: What I Got Wrong About Tesla (The Long View Excerpt) https://youtu.be/MPk3cpd6HLg?si=uqvlqMZi2sj_Wqx1
The Surprising Advantage of Private Investments: You Can’t Panic-Sell (The Long View Excerpt) https://youtu.be/1KkdZES_tXs?si=z0-qnR9be-bKTX3n
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