Home>Video>Retirement by the Numbers: Over Half of Households Are Unprepared

Retirement by the Numbers: Over Half of Households Are Unprepared

Thu, 28 May 2015

Even if households work to age 65 and annuitize all their financial assets, more than half are at risk in retirement, according to federal data.

  1. Related Videos
  2. Related Articles
  3. Comments
  1. Portability Provision Simplifies Couples' Estate Planning

    Estate - planning expert Deborah Jacobs details how spouses can take advantage of the 'portability' tax provision, which allows them to maximize both partners' estate tax exclusion, and how this strategy differs from trusts.

  2. Helpful Tools for Managing Your Social Security

    Individuals looking to better understand their Social Security benefits can turn to the ssa.gov website, which offers many new resources regarding anticipated benefits, retirement estimates, life expectancy, and more.

  3. 3 Inflation-Fighting Assets for Your Toolkit

    TIPS, real estate, and commodities are great inflation-hedging, liquid investments, says Morningstar's David Blanchett, who details the importance of exposure to these assets.

  4. Unloved Funds Worth Embracing

    The large-cap spectrum saw the most outflows in 2012, which has created opportunities to buy several Gold-rated funds on the cheap.

  5. 2012 Tide Lifts Vanguard's Boats

    Although some Vanguard funds underperformed their peers during the market rally, the firm had more portfolios in the top quartile of their categories than in the bottom quartile.

  6. 2012 Tide Lifts Vanguard's Boats

    Although some Vanguard funds underperformed their peers during the market rally, the firm had more portfolios in the top quartile of their categories than in the bottom quartile.

  7. What You Need to Know About Estate Planning Today

    Every pre-retiree and retiree needs these documents, says estate - planning expert Deborah Jacobs.

  8. Time for the 3% Withdrawal Rule?

    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.

blog comments powered by Disqus
Upcoming Events
Conferences
Webinars

©2014 Morningstar Advisor. All right reserved.