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Invest in Retirement

IMPROVING YOUR FINANCES
5 Key Questions to Ask Before Purchasing an Equity-Indexed Annuity
Annuities providing 'equity exposure with guardrails' have taken off in popularity, but the due diligence process is a headache, according to Morningstar's Christine Benz.
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IMPROVING YOUR FINANCES
Beware of Pandering in the Income Patch
Products catering to yield-hungry investors are calling. Don't pick up, says Morningstar's Christine Benz
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VIDEO REPORT
Why You Shouldn't 'Set and Forget' Your Withdrawals
Financial planner Michael Kitces argues why retirees need to establish a monitoring process for their withdrawal rates to avoid making permanent financial decisions for temporary market scenarios.
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Morningstar Solution Center

Retirement Strategies to Meet Your Income Goals
Determine Your Withdrawal Rate
Asset Allocation for In-Retirement Portfolios
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Retirement Archives
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In Retirement Portfolio Planning

How to Invest RMDs You Don't Need
Bucket Portfolio Maintenance: More Than One Way to Get It Done
Time-Sensitive Materials: Act Now for Tax-Free IRA Withdrawals
FAQs About Retirement Portfolio Bucketing
A Year-End Financial To-Do List for Retirees
Don't Rely on Brokerages or Fund Companies to Fix Your Missing RMDs
A Conservative Retirement Portfolio: The ETF Version
Best Practices for Bucketed Retirement Portfolios
Tips on Handling Today's Retirement Challenges
Keep Noncore Bond Investments in Their Place
Key Tools for a Tough Retirement Environment
Essential Ingredients for Retirement Distribution Plans
Retiree Survival Guide for Market Volatility
More...

Social Security & Medicare

Worrisome Trends
Not Shopping for Medicare May Cost You in 2013
Working Past 65? Don't Overlook the Financial Side Effects
Stay a Step Ahead of the New Medicare Surtax
Top 10 Myths About Social Security

Income Investing

Dividend Payers Hold Appeal, but Be Mindful of Risks
Affluent Retirees: Don't Rule Out Taxable Bonds
Income or Total Return? Retired Users Weigh In
Solutions to the Retirement Income Dilemma
Income in Retirement: Big Challenges, No Easy Solutions

Annuities & Insurance

Health-Care Costs Often Overlooked as a Retirement Expense
Is an Annuity Right for You?
How Are Annuity Payments Taxed?
Seeking Pension Replacement in Retirement
Five Key Questions About Long-Term Care Insurance
Four Strategies for Combating Low Annuity Yields
When Is the Right Time to Purchase Long-Term Care Insurance?

Estate Planning

How to Stay Smart With Your Estate Plan
Key Questions for Your Legacy Conversation
More Tips on Widow- or Widower-Proofing Your Portfolio
Estate Planning: Prepare for the Worst
Get Your Estate Plan in Gear

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Retirement Videos
Social Security: Know the Rules on Spousal Benefits Social Security: Know the Rules on Spousal Benefits Know These Thresholds of Social Security Benefits Why You Shouldn't 'Set and Forget' Your Withdrawals Social Security: Your Questions Answered A Longer-Term Outlook on Social SecurityMore Videos…
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