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Invest in Retirement

IMPROVING YOUR FINANCES
Another Option for Early-Retirement Withdrawals
If you're faced with having to tap retirement savings for income prematurely, 72(t) distributions make sense--in very specific situations.
• Is It OK to Tap an IRA in a Financial Pinch?
• The Error-Proof Portfolio: Tap Retirement Accounts With Care
THE ERROR-PROOF PORTFOLIO
Give Asset Titling Due Care
Not doing so can have unintended consequences, says Morningstar director of personal finance Christine Benz.
• Get Your Estate Plan in Gear
• Avoid These Estate-Planning Pitfalls
MORNINGSTAR SOLUTIONS CENTER
Retirement Strategies to Meet Your Income Goals
Learn why income-only strategies may struggle, and get tips for taking a total return approach and employing a bucketing portfolio-management philosophy.
• Asset Allocation for In-Retirement Portfolios
• Determine Your Withdrawal Rate
• Which Savings to Tap First

Morningstar Article Library

Retirement Archives
Christine Benz Columns
Christine Benz Videos

In Retirement Portfolio Planning

Making a Portfolio Retirement-Ready
Diving Into Financial Reform's Impact on Retirement
A Common-Sense Approach to Retirement Planning
Midyear Checkup for Retiree Portfolios
Lower-Risk Foreign Funds for Retiree Portfolios
Risk Calibration for Retiree Portfolios
Risk Control Measures for Retirees
Real Estate Tips for Retirees
How Much Foreign-Bond Exposure Do Retirees Need?
Income-Focused Investors: Don't Make These Mistakes
Does Your Retirement Portfolio Need a Moat?
A Second Opinion on Retirement Asset Allocation
Determine Your Withdrawal Rate
Tracing Retirement Spending Patterns
Get a Tax-Smart Plan for In-Retirement Withdrawals
How Much Should Retirees Stake in TIPS?
Retirees: Look Before You Leap Into Commodities
More...

Social Security

A Do-Over for Social Security Benefits
Optimizing Social Security More Complicated Than You Think
Can You Depend on Social Security?

Income Investing

Income or Total Return? Retired Users Weigh In
Solutions to the Retirement Income Dilemma
Income in Retirement: Big Challenges, No Easy Solutions
Where to Look for Retirement Income
A To-Do List for Income-Focused Investors
A Novel Idea for Current Income?
Do Bank Loans Belong in Your Bond Toolkit?
Dividend Payers Hold Appeal, but Be Mindful of Risks
Don't Get Burned by Your Bonds

Annuities & Insurance

Five Key Questions About Long-Term Care Insurance
When Is the Right Time to Purchase Long-Term Care Insurance?
Long-Term Care Insurance: Coming to an Employer Near You?
For Annuities, Timing Is Key
Annuities in Retirement Plans: Live Long and Prosper?
Do You Need an Annuity?
Are Long-Term Care and Longevity Insurance Right for You?
Tools for Hedging Against Longevity Risk

Estate Planning

'Leave Some for the Kids,' or 'Last Breath, Last Dollar?'
Get Your Estate Plan in Gear
Avoid These Estate-Planning Pitfalls
What Changes in the Estate Tax Mean for You
What to Know About Your Estate Plan in 2010
What's your policy?

Retirement Savings Calculator
To find your target savings rate, provide your current:
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Based on a study by Ibbotson Associates.
Retirement Tools
IRA Calculator Portfolio Manager Bond Calculator Asset Allocator Portfolio Allocator
Retirement Classroom
Get More Conservative Making a Drawdown Plan Income Alternatives Course Catalog
Retirement Videos
Three Key Levers in Your Social Security Plan Essential Documents for Retirees Midyear Checkup for Retiree Portfolios More Videos…
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