Premium Member Video: Financial experts John Ameriks, Sue Stevens, and Bill Bernstein address how to allocate fixed-income assets, the importance of total return, the role of annuities , retirement distribution rates, and more in this special panel discussion hosted by ChristineBenz .
Financial planner Mark Balasa and Morningstar's ChristineBenz and David Blanchett tackled viewers' most pressing retirement questions, from determining savings rates and income needs to planning for Social Security and maximizing retirement accounts.
Panel discussion: ChristineBenz , 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.
Roundtable Report: ChristineBenz , John Rekenthaler, and David Blanchett weigh in on how this savings vehicle can be made better and used better by the increasing number of Americans who will depend on it.
As yields remain low, today's retirees have to really think out of the box when it comes to building an income stream; noted advisor Harold Evensky and Vanguard's John Ameriks explore practical strategies to obtain income without overstretching for yield.
Certain kinds of annuities grew in popularity amid the bear market and the relatively low-interest-rate environment that prevailed earlier in the decade. However, those considering an annuity should be sure to read up on these investments before buying in. Annuities --which are part insurance policy ...