Consider ticking up your savings rate, working a bit longer (but maybe in a different job), and nudging your portfolio allocations, says Morningstar's Christine Benz .
IRA inheritors should touch nothing until they understand the tax consequences, which can be irrevocable, says IRA expert Ed Slott.
Vanguard Total International Stock, Harbor International, and Causeway International Value are good choices for investors light on international exposure.
IRA expert Ed Slott discusses the pros and cons of leaving an IRA to a spouse, children or grandchildren, a trust, or a charity.
Baird's Tim Steffen offers some pointers on managing capital gains, taking a multiyear approach to income tax planning, and managing your tax liability in retirement.
Not having a plan at the outset, holding too much company stock, and being too generous with family can trip up retirees, says Baird's Tim Steffen.
Five years into the current bull market, investors might want to consider funds that emphasize risk control, says Morningstar's Russ Kinnel.
Keep rebalancing, RMDs, fund capital gains, and account-funding deadlines in mind during your portfolio review, says Morningstar's Christine Benz .
Morningstar's Christine Benz offers solutions for facing a bear market early in retirement, outliving your money, falling behind inflation, and managing high health-care expenses.
Your cash flow needs can help you triangulate a sensible asset mix in retirement, says Morningstar director of personal finance Christine Benz .