Don’t Leave Tax Savings on the Table: How to Conduct a Midyear IRA Checkup

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.…