Morningstar's director of personal finance outlines how to gauge your portfolio's viability, evaluate your allocation, troubleshoot risk factors, and more in this special Web seminar presentation.
A rough stretch for high yield is a reminder that the sector can require a strong stomach.
Panel discussion: Christine Benz , advisor Mark Balasa, and Morningstar columnist Mark Miller discuss how withdrawal rates, asset allocation, Social Security decisions, and long-term-care insurance factor into portfolio sustainability.
When using the maneuver, mind the pro-rata rule, don't dally with your nondeductible IRA, and remember the do-over option, if you need it, says Morningstar's Christine Benz .
In addition to moving from stocks to bonds, investors may also pivot away from more volatile intra-asset-class tilts as they move into retirement, says Morningstar's Christine Benz .
Morningstar's Christine Benz recommends these tried-and-true value-leaning stock funds, still-open foreign-stock favorites, and TIPS funds for investors who want to tilt against the grain.
A flexible withdrawal strategy, diversification across account types, and targeted Roth conversions can limit the tax drag for retirees, says Morningstar's Christine Benz .
Morningstar's Russ Kinnel, Sarah Bush, and Christine Benz highlight their top fund picks for domestic and foreign equity, core bond, inflation-protected securities, and much more.
Morningstar's Christine Benz walks investors through the basics of setting up and maintaining a 'bucket' retirement portfolio, including some of her favorite funds for retirees.
Morningstar's Russ Kinnel and Christine Benz highlight a more conservative, all-weather fund; a high-quality dividend-payer; and a higher-risk but well-managed bond fund as solid choices for an IRA.