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Christine Benz: Hi, I m Christine Benz for Morningstar. What s the best way to help loved ones financially? Joining me to discuss that topic is Maria Bruno. She is head of U.S. wealth planning research for Vanguard.
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Editor’s note:Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.
Christine Benz: Hi, I m Christine Benz for Morningstar. Are taxes likely to go up in 2021 and beyond? Joining me to discuss that topic and to share some potential strategies to consider is tax and retirement planning expert, Ed Slott.
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Jeff Ptak: And I m Jeff Ptak, global director of manager research for Morningstar Research Services.
Benz: Our guest on the podcast today is personal finance expert, Jean Chatzky. She is the CEO of HerMoney.com and host of the podcast HerMoney with Jean Chatzky. Jean has served as the financial editor of NBC s TODAY show for the past 25 years and she is also the financial ambassador for AARP. She has written several best-selling personal finance books. Her latest is
Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and, Yes, Rich) Life You Deserve. She holds a BA in English from the University of Pennsylvania.
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Editor’s note:Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.
Christine Benz: Hi, I m Christine Benz for Morningstar. Many people will find themselves in what they hope will be a temporarily low tax bracket in 2020. Joining me to share some strategies for people in this situation is tax and retirement planning expert, Ed Slott.
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Editor’s note:Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.
Christine Benz: Hi, I m Christine Benz for Morningstar. Required minimum distributions are on hold for 2020. Joining me to discuss some strategies to consider in this no-RMD year is tax and retirement planning expert, Ed Slott.
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