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.
Fed fixation, slow growth, dollar dilemmas, and overheated markets topped the list of key topics in our opening conference panel, featuring Morningstar's Bob Johnson, Susan Schmidt of Mesirow Financial, and Northern Trust's Carl Tannenbaum.
Double-check your Social Security statement, understand the importance of your 'full retirement age,' and weigh the benefits of delaying, says retirement expert Mark Miller .
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.
Retirement expert Mark Miller details why seniors should reshop their Medicare drug coverage, how the Affordable Care Act affects those seeking health insurance, and steps individuals can take for ACA enrollment.
From choosing the right Medicare plan to reshopping for prescription-drug coverage, here's what you need to know.
Handle these factors correctly to ensure a successful retirement plan.
IRA conversions, Medicare claiming, and required minimum distributions all have the potential to trip up investors.
Would-be centenarians should hold more stocks and tweak their Social Security timing, among other strategies.
With double-digit increases looming for most Part D premiums, Morningstar columnist Mark Miller urges seniors to examine their options to ensure they are in the optimal drug plan for 2013.