Financial columnist Gail MarksJarvis lays out planning strategies for taxes, Social Security, Medicare, and more, that retirees and pre- retirees should keep in mind amid U.S. budget uncertainty.
Financial planner Mark Balasa and Morningstar's Christine Benz and David Blanchett tackled viewers' most pressing retirement questions, from determining savings rates and income needs to planning for Social Security and maximizing retirementaccounts .
Morningstar's Christine Benz discusses retirementportfolio planning strategies and pitfalls with T . RowePrice senior financial planner Christine Fahlund, noted advisor Mark Balasa of wealth management firm Balasa Dinverno Foltz, and Morningstar Investment Services' Jeff Ptak.
Low bond yields have called into question the safety of the 4% withdrawal strategy, while other avenues for extra retirementincome have their own pros and cons, says Morningstar's David Blanchett.