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Retirement Portfolio

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  1. Bucket Portfolios for Retirement Income: Step by Step

    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.

  2. Making Money Last in Retirement

    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.

  3. Optimizing a Retirement Portfolio for Income

    Long-term government bonds, emerging-markets debt, and preferred stocks may take more prominence for retirees who wish to live solely off a portfolio's income stream, says Morningstar Investment Management's David Blanchett.

  4. Morningstar's 2015 Individual Investor Conference Replays

    Watch the conference again or catch up on anything you missed from our March 21 online event.

  5. Who Manages Your Portfolio When You No Longer Can? Ways to Plan Ahead

    Readers say they rely on written instructions, simplified holdings, and getting outside help if needed.

  6. The Bucket Approach to Retirement Portfolio Construction

    Setting aside one to two years' worth of living expenses in one bucket can make it easier for retirees to also hold more volatile assets with higher potential returns for the later years of retirement.

  7. A Roadmap for Assessing Retirement Portfolio Performance

    Comparing your portfolio with a good target-date fund or a customized benchmark can help you determine how you're doing.

  8. Is Your Retirement Portfolio's Asset Allocation on Track?

    Some guidance on setting--and not forgetting--your portfolio's stock/bond/cash mix.

  9. Don't Be Dogmatic About Retirement -Portfolio Withdrawals

    In high- (or low-) tax years, retirees may have reason to flout the rules of thumb on withdrawal sequencing.

  10. Morningstar's 5-Point Retirement Portfolio Checkup

    Jan. 26-30: Check your savings progress, assess your asset allocation, evaluate performance, size up your individual holdings, and get new ideas with model portfolios from Morningstar.

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