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IMPROVING YOUR FINANCES
For Retirement-Portfolio Withdrawals, Your Mileage
Is Likely to Vary
Assuming a static withdrawal rate can help with planning, but your actual withdrawals are likely to vary during your retirement years.
Five Ways for Women to Achieve Retirement Security
Your Greatest Money-Saving Tip for Retirement
Three Strategies for Retirement Withdrawals
IMPROVING YOUR FINANCES
Unpacking the 4% Rule for Retirement-Portfolio Withdrawals
It's a useful starting point for retirement planning, but it's crucial to understand the assumptions behind it.
Valuation Matters When Choosing a Safe Withdrawal Rate
Three Strategies for Retirement Withdrawals
What's the Optimal Retirement-Portfolio Withdrawal Rate?
THE SHORT ANSWER
Dividend Payers Hold Appeal, but Be Mindful of Risks
Don't swap your whole fixed-income position for dividend-paying stocks.
Retirees: Look Before You Leap Into Preferred Stock
Don't Reach for Yesterday's Yields
Morningstar Article Library
Retirement Archives
Christine Benz Columns
Christine Benz Videos
In Retirement Portfolio Planning
How to Talk to Your Parents About Their Money
Rightsizing Your Life for Retirement
Required Minimum Distribution Tips and Traps
Five Ways for Women to Achieve Retirement Security
Risk Calibration for Retiree Portfolios
How Much Foreign-Bond Exposure Do Retirees Need?
Retirees' Fourth-Quarter Financial Checklist
Your Stock/Bond Mix Isn't the Only Thing That Should Change as You Age
Discerning the True Cost of Retirement
Weathering Volatile Markets in Retirement
Retirees: 6 Takeaways From the Recent Market Drop
Five Retiree Stumbling Blocks
Eight Steps to Wealth Protection for Aging Investors
Make Working Longer Worth It
Risk Calibration for Retiree Portfolios
More...
Social Security
Social Security COLAs: Good News and Bad News
Should You Count on Social Security?
A Do-Over for Social Security Benefits
Optimizing Social Security More Complicated Than You Think
Income Investing
Affluent Retirees: Don't Rule Out Taxable Bonds
Retirement Strategies to Meet Your Income Goals
Income or Total Return? Retired Users Weigh In
Solutions to the Retirement Income Dilemma
Income in Retirement: Big Challenges, No Easy Solutions
Where to Look for Retirement Income
Annuities & Insurance
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?
Annuities in Retirement Plans: Live Long and Prosper?
Do You Need an Annuity?
Are Long-Term Care and Longevity Insurance Right for You?
Tools for Hedging Against Longevity Risk
Estate Planning
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
Avoid These Estate-Planning Pitfalls
Retirement Savings Calculator
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Based on
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Retirement Tools
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Retirement Videos
Benartzi: Getting Past the Barriers to Saving
Benartzi on Common Retirement Stumbling Blocks
Managing Cash in Retiree Portfolios
Medicare Enrollment: What You Need to Know
The 401(k) Today
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