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Retiree Pitfalls to Avoid in a Lofty Market

Here are some tips for navigating withdrawal rates, risk capacity, and charitable giving.

Susan Dziubinski: Hi, I'm Susan Dziubinski for Morningstar. The year 2021 is shaping up to be yet another very strong year for the equity market. Joining me to discuss some of the pitfalls that retirees can fall into in very strong microenvironments is Christine Benz. She is director of personal finance and retirement planning for Morningstar.

Hi, Christine. Thanks for being here.