Ahead of Portfolio Makeover Week, Morningstar's Christine Benz offers tips to alleviate common concerns over retirement readiness, inflation, allocation, and more.
Morningstar's Christine Benz offers hints for how retirees should approach taxes in regard to portfolio withdrawals, RMD reinvestments, property, health care, and estate planning.
Christine Benz answers reader questions about how to handle dividend payers in light of potential 2013 tax increases.
Inefficient contributions and withdrawals and poorly timed asset purchases are among the many common tax-related blunders, but Morningstar's Christine Benz offers solutions to avoid such pitfalls.
Morningstar's Christine Benz outlines the advantages and drawbacks of working longer, tapping Social Security early, upping your savings rate, and tilting toward riskier assets to offset retirement-saving shortfalls.
Low bond yields have called into question the safety of the 4% withdrawal strategy, while other avenues for extra retirement income have their own pros and cons, says Morningstar's David Blanchett.
Many workers aren't factoring Social Security into their retirement plans, fearing a massive cut to benefits, but how likely is such an event, and what would it mean for retirees?
Morningstar retirement expert David Blanchett covers the pros and cons associated with the key longevity insurance products.
Jan. 24-28: Our top income, allocation, risk-management, and investment ideas for retirees.
Morningstar's Christine Benz helps investors assess allocations, check their progress, target holes and overlap, and upgrade their holdings.
Morningstar's specialized calculator can work for you.
We highlight the best and worst candidates for this maneuver, and details on how it works.
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