Investing Insights

How Should You Approach Your Withdrawal Rates?

Episode Summary

Our analysts also discuss how Biden’s capital gains tax plan could affect investors, the changes to Morningstar’s world-stock categories and the bargain price for a powersports leader.

Episode Notes

In this week’s podcast, David Blanchett explains the importance of flexibility concerning retirement withdrawal rates, Christine Benz talks about how a Biden tax proposal could change how investment gains are taxed for some, Russ Kinnel discusses how some funds in Morningstar’s new world large-stock value category have benefitted from a recent change, and we share a high-quality company in the world of powersports that’s considered a bargain.