Don’t Leave Tax Savings on the Table: How to Conduct a Midyear IRA Checkup
#IRAInvesting #RetirementFunds #FundInvesting
Plus, fund ideas for keeping it simple and striving for capital appreciation.
Consider getting your IRA in shape this summer instead of waiting for the calendar to flip to next year. A midyear checkup could help you optimize your retirement account to benefit from its tax advantages sooner than later. Morningstar’s FundInvestor newsletter has highlighted investment ideas for folks who want to keep it simple, maximize tax advantages, or strive for capital appreciation. Morningstar’s senior principal of ratings Russ Kinnel shares his favorite fund ideas for an IRA.
IRA Favorites for Your Retirement Saving Plan
https://www.morningstar.com/funds/ira-favorites-your-retirement-saving-plan
On this episode:
00:00:00 Welcome
00:00:50 IRA basics and how Russ Kinnel invests in his IRA
00:01:32 One-stop fund favorites for keeping it simple
00:03:19 Funds for maximizing tax advantages
00:05:43 Ideas to take the most advantage of tax-free compounding by focusing on capital appreciation
00:07:49 Could the funds also work in a Roth IRA?
Watch more from Morningstar:
What Investors Should Watch for in the Second Half of 2026
https://youtu.be/r0QfHLkRJWs?si=pmfmug7NHJf-KULx
Dividend Investing: How to Find the Right Balance Between Income and Growth
https://www.youtube.com/watch?v=rqP2uGpq414
Are Mutual Funds Becoming Obsolete?
https://www.youtube.com/watch?v=HJHT4CzBsLw&t=7s
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This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income
