Invest in Retirement

PERSONAL FINANCE with MARK MILLER

Retirement Spending Just as Important as Retirement Income

Income replacement rules for retirement don't account for one big question: How much will you actually spend?

IMPROVING YOUR FINANCES

5 Key Questions to Ask Before Purchasing an Equity-Indexed Annuity

Annuities providing 'equity exposure with guardrails' have taken off in popularity, but the due diligence process is a headache, according to Morningstar's Christine Benz.

IMPROVING YOUR FINANCES

Beware of Pandering in the Income Patch

Products catering to yield-hungry investors are calling. Don't pick up, says Morningstar's Christine Benz

Morningstar Solution Center

Retirement Strategies to Meet Your Income Goals

Determine Your Withdrawal Rate

Asset Allocation for In-Retirement Portfolios

Which Savings to Tap First

Morningstar Article Library

Retirement Archives

Christine Benz Columns

Christine Benz Videos

In Retirement Portfolio Planning

Why You Shouldn't 'Set and Forget' Your Withdrawals

How to Invest RMDs You Don't Need

Bucket Portfolio Maintenance: More Than One Way to Get It Done

Time-Sensitive Materials: Act Now for Tax-Free IRA Withdrawals

FAQs About Retirement Portfolio Bucketing

A Year-End Financial To-Do List for Retirees

Don't Rely on Brokerages or Fund Companies to Fix Your Missing RMDs

A Conservative Retirement Portfolio: The ETF Version

Best Practices for Bucketed Retirement Portfolios

Tips on Handling Today's Retirement Challenges

Keep Noncore Bond Investments in Their Place

Key Tools for a Tough Retirement Environment

Essential Ingredients for Retirement Distribution Plans

More...

Social Security & Medicare

Worrisome Trends

Not Shopping for Medicare May Cost You in 2013

Working Past 65? Don't Overlook the Financial Side Effects

Stay a Step Ahead of the New Medicare Surtax

Top 10 Myths About Social Security

Income Investing

Dividend Payers Hold Appeal, but Be Mindful of Risks

Affluent Retirees: Don't Rule Out Taxable Bonds

Income or Total Return? Retired Users Weigh In

Solutions to the Retirement Income Dilemma

Income in Retirement: Big Challenges, No Easy Solutions

Annuities & Insurance

Health-Care Costs Often Overlooked as a Retirement Expense

Is an Annuity Right for You?

How Are Annuity Payments Taxed?

Seeking Pension Replacement in Retirement

Five Key Questions About Long-Term Care Insurance

Four Strategies for Combating Low Annuity Yields

When Is the Right Time to Purchase Long-Term Care Insurance?

Estate Planning

How to Stay Smart With Your Estate Plan

Key Questions for Your Legacy Conversation

More Tips on Widow- or Widower-Proofing Your Portfolio

Estate Planning: Prepare for the Worst

Get Your Estate Plan in Gear

Retirement Savings Calculator

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Retirement Tools

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Retirement Classroom

Get More Conservative Making a Drawdown Plan Income Alternatives Course Catalog

Retirement Videos

Social Security: Know the Rules on Spousal Benefits Investing Well at Every Life Stage Know These Thresholds of Social Security Benefits Why You Shouldn't 'Set and Forget' Your Withdrawals Social Security: Your Questions Answered More Videos…