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Invest for Retirement

THE SHORT ANSWER
Monte Carlo's Role in Retirement Planning
This statistical method is designed to help improve your odds of meeting your financial goals but is not without its flaws.
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THE SHORT ANSWER
For Safety-First Savers, Stable-Value Funds Are Tough to Beat
A fixture in many 401(k) plans, these funds offer low-risk savings at rates that beat money markets.
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IMPROVING YOUR FINANCES
Don't Reflexively Reach for a Roth
As appealing as Roth contributions and conversions are, they're not for everyone.
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Morningstar Article Library

Retirement Archives
The Short Answer
Christine Benz Columns
Christine Benz Videos

Pre-Retirement Portfolio Planning

Why Boomer Retirement Balance Sheets Are a Mess
Experts Answer Your Retirement Questions
Best of Retirement Readiness Week
Should I Change My Stock-Bond Mix Ahead of Rising Rates?
40 Must-Know Statistics About Long-Term Care
Is Working Past Age 65 a Realistic Option?
What Happens to Your Target-Date Fund When You Retire?
A 'Sandwich Generation' Couple Checks Their Retirement Readiness
The Changing Face of Retirement
The Government's Retirement Plan Has Appeal, and a Few Holes, as Well
Caution: Objects in Your Retirement Portfolio May Be Smaller Than They Appear
Portfolio Checkup in Five Steps
Four Strategies for Combating Low Annuity Yields
The Error-Proof Portfolio: Inflation Could Destroy Your Retirement if You Don't Plan Ahead
Concrete Coping Strategies for Market Duress
Medicare Enrollment Checklist
The Error-Proof Portfolio: Inflation Could Destroy Your Retirement if You Don't Plan Ahead
Are Annuities Part of Your Retirement Toolkit?
Should You Count on Social Security?
Retirees and Pre-Retirees: Lighten Up on Company Stock
Retirement Savers' Biggest Behavioral Traps
Planning Beyond the Rules of Thumb

IRAs

Our Top IRA Picks
5 Good Reasons to Consider an IRA Conversion Before Year-End
Beware the 'Other' IRA Tax Penalty
The Ins and Outs of the 5-Year Rule for Roth IRAs
4 Misconceptions About Backdoor Roth IRA Conversions
Last-Minute IRA Contribution? 6 Mistakes to Avoid
4 Good Reasons to Consider a 'Do-Over' for Your IRA
4 Questions to Ask Before Venturing Into a Self-Directed IRA
Five IRA Pitfalls
How Are Your IRA and 401(k) Really Performing?
Is It OK to Tap an IRA in a Financial Pinch?
Your Top IRA Picks
Multitasking in a Roth IRA? Here Are Some Core Holdings for the Job

401(k)s

6 Questions to Ask Before Converting a 401(k) to Roth
How Saving Too Much in Your 401(k) Could Cost You
8 Mistakes That Even Sophisticated Investors Make With Their 401(k)s
How Much Will My RMDs Be?
What Is Your 401(k) Really Costing You?
Should You Convert Your Traditional 401(k) to a Roth 401(k)?
Deciding on Retirement Account Type Requires Crystal Ball
Good, Bad, or Meh? Readers Rate Their 401(k) Plans
Give Your Old 401(k) Mobility
More...

Retirement Savings Calculator

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Retirement Tools
IRA CalculatorPortfolio ManagerBond CalculatorAsset Allocator Portfolio Allocator
Retirement Classroom
Is Your Portfolio on Track?Figure Retirement CostsJuggle Different GoalsCourse Catalog
Retirement Videos
Social Security: Know the Rules on Spousal Benefits Social Security: Know the Rules on Spousal Benefits 401(k) Pros and Cons Know These Thresholds of Social Security Benefits Why You Shouldn't 'Set and Forget' Your Withdrawals Give Your Portfolio a Checkup More Videos…
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