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  1. Lessons From Our Bucket Retirement Portfolio Stress Tests

    Takeaways include the value of asset allocation, investment discipline, and rebalancing.

  2. Income-Seekers: These 'Myths' Could Come Back to Haunt You

    A chronically low interest-rate environment breeds confusion about what we're supposed to be doing.

  3. Is Your Retirement Portfolio Ready to Do the 'Twist'?

    For retirees tapping their assets, the rules on asset location are different than they are for accumulators.

  4. Unpacking the 4% Rule for Retirement -Portfolio Withdrawals

    It's a useful starting point for retirement planning, but it's crucial to understand the assumptions behind it.

  5. Morningstar.com's 5 Keys to Retirement Investing

    Oct. 6-10: Tackle allocation, investment selection, withdrawal strategies, estate planning, and more with this special report from Morningstar.

  6. 10 biggest financial-market events of the week -2-

    10 biggest financial-market events of the week -2-

  7. Top Fund Ideas for Retirement Bucket Portfolios

    We search for sturdy core funds to provide fixed-income and equity exposure.

  8. What Should Your Portfolio Look Like in Retirement?

    Your cash flow needs can help you triangulate a sensible asset mix in retirement, says Morningstar director of personal finance Christine Benz.

  9. The Bucket Approach to Retirement Allocation

    A diversified portfolio with various time frames can help you meet your income needs during retirement.

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