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Retirement Portfolio

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  1. 7 Retirement -Portfolio Withdrawal Mistakes to Avoid

    Asset allocation, time horizons, and taxes can complicate withdrawal-rate planning.

  2. 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.

  3. 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.

  4. 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.

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

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

  6. 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.

  7. 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.

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

    The essential first step for retirement portfolio planning: finding the right stock/bond mix.

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

    The essential first step for retirement portfolio planning: finding the right stock/bond mix.

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

    The essential first step for retirement portfolio planning: finding the right stock/bond mix.

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