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Invest for Retirement

PORTFOLIO MAKEOVER WEEK
A 'Sandwich Generation' Couple Checks Their Retirement Readiness
With retirement 10 years away, streamlining and adding to bonds are key priorities.
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PERSONAL FINANCE
The Changing Face of Retirement
Wharton professor Olivia Mitchell says the aging of the baby boom generation is reshaping the workplace and society.
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IMPROVING YOUR FINANCES
The Ins and Outs of the 5-Year Rule for Roth IRAs
Morningstar's Christine Benz cautions what you don't know about this complex rule could cost you.
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Morningstar Article Library

Retirement Archives
The Short Answer
Christine Benz Columns
Christine Benz Videos

Pre-Retirement Portfolio Planning

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
Seniors: Beware of Affinity Fraud
The Error-Proof Portfolio: Inflation Could Destroy Your Retirement if You Don't Plan Ahead
Are Annuities Part of Your Retirement Toolkit?
Another Option for Early-Retirement Withdrawals
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
Tap Retirement Accounts With Care
A Conservative Tax-Efficient Portfolio for Retirees
Starting a Business? Don't Neglect Retirement Planning
Bring Your Spouse Up to Speed on the Finances
The Error-Proof Portfolio: A Financial Safety Net for the Nonworking Spouse
Backdoor Roth IRAs Could Cost Some Investors at Tax Time
It's Almost Year-End: Do You Know Where Your RMDs Are?
Create a Retirement Paycheck With a Total-Return Approach
The Error-Proof Portfolio: Get Realistic About Future Market Returns
New Law Enables Roth 401(k) Conversion
Five Key Moves for the Fourth Quarter
Retirement vs. College Savings: Which Comes First?
Five Ways to Supercharge Your Retirement Plan
A Conservative ETF Portfolio for Retirees
Why Laboring Longer Is Good for Your Wealth
The Error-Proof Portfolio: For Annuities, Timing Is Key
Find the Right Stock/Bond Mix for Retirement Savings

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
Confused About Roth Conversion? Hedge Your Bets
Good Investment, Lousy Choice for an IRA
What Not to Put in Your IRA
These IRA Picks Aren't Just for High Rollers
The Best Investments for Your IRA
IRA Conversion: The Planning Opportunity of the Decade?

401(k)s

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
Should You Invest in a Lousy 401(k)?
Three Tips to Make Your 401(k) Work for You
Don't Fly Blind When Investing for Retirement
Video: What to Do with Your 401(k) Between Jobs
More...

Discuss: Investing for Retirement

Picking an Online Broker to Fund a Roth
What to Put in a Traditional IRA
How Far Has Your 401(k) Tanked?
Why It's Hard to Save Enough
More...

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Retirement Videos
Creating a Goof-Proof Plan for Your SpouseCreating a Goof-Proof Plan for Your SpouseFive IRA PitfallsA Financial Roadmap for Surviving SpousesTop Six Tax Tips for RetireesRightsizing Your Life for RetirementMore Videos…

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