Thu, 23 Jan 2014
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Many target-date series end in a static retirement income fund, but they don't always produce a lot of income and they may have a range of risk profiles, says Morningstar analyst Josh Charlson.
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.
Bundled together, small tweaks can help investors get their portfolios ready for retirement, says Morningstar's Christine Benz in this special one-hour presentation.
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