Retirement
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Featured Podcast
Retirement Topics
Retirement Income
How to Rebalance Your Portfolio Before 2027
Retirees: Here’s What You Can and Can’t Control About Your RMDs
Christine Benz: How To Make Your Money Last in Retirement
Social Security Is Running Out of Time. What Happens Then?
Spencer Look and Jack VanDerhei: The Assumptions That Can Put Your Retirement at Risk
Some Retirees Are Choosing the Wrong Reason to Claim Social Security Early
Retiring With Less Than $1 Million? Here Are 10 Ways to Make Your Savings Last
Erin Moriarity: My Dad Lost About $1.5 Million on Bad Investments. Here’s How to Avoid His Mistakes
Think You’re Ready for Retirement? Start With This 9-Step Checklist
IRAs
Your Year-End Financial Checklist: 5 Things to Tackle Before 2027
Retirees: Here’s What You Can and Can’t Control About Your RMDs
Inherited an IRA? Here’s When an RMD Must Be Taken Before a Transfer
Retiring With Less Than $1 Million? Here Are 10 Ways to Make Your Savings Last
An IRA Strategy That Lowers Your Tax Bill
The RMD Mistakes That Could Increase Your Tax Bill
Early Retirees: Why Now Is the Time to Convert Your IRA to Roth
Ed Slott: Don’t Waste Your Low-Tax Years in Retirement
Three-Fund IRA Portfolios for Fidelity Investors
401(k)s
Why Private Equity Might Be a Threat to Your 401(k)
Inherited an IRA? Here’s When an RMD Must Be Taken Before a Transfer
Spencer Look and Jack VanDerhei: The Assumptions That Can Put Your Retirement at Risk
When a Retirement Rollover Goes Wrong, You Pay the Price
Doing These 3 ‘Wrong’ Things With Your Money? I’m Not Worried
401(k) Millionaires: Here’s How to Avoid Going Broke in Retirement
Target-Date Funds With Annuities Are Gaining Ground. Is That Good for Your Retirement Plan?
Brett Arends: Worried About Outliving Your Money? There’s an Answer
What New Graduates Need to Know About 401(k) Plans
Estate Planning
Think Your Donation Is Tax-Deductible? Not So Fast
Jim Dahle: Is Avoiding Taxes Costing You Money?
Think You’re Ready for Retirement? Start With This 9-Step Checklist
Your HSA Needs a Succession Plan
Elliott Appel: Caring for My Father Put My Life on Pause for 7 Years. Here’s What I Learned
5 Estate-Planning Mistakes That Could Cost Your Family
Retirement Planning for Couples Without Children
Stefan Sharkansky: The Retirement Rule That Leaves Too Much Money Behind
How to Build Wealth That Lasts Beyond You and Avoid the ‘Expertise Trap’
More in Retirement
4 Dangerous Assumptions That Could Hurt Your Retirement Plan
Counting on strong returns, low inflation, working longer, or an inheritance? Here’s why that could cost you.
Christine and Erin Talk Money: Why You Need To Break Up With Your Saving Habit
Christine Benz was a guest on Erin Moriarity’s YouTube channel. They talked about buckets, relationships, and enjoying your retirement while you still can.
Retirees: Here’s What You Can and Can’t Control About Your RMDs
Once RMDs begin, your flexibility over withdrawal timing and amounts is limited, but choosing where to take distributions can help improve your portfolio.
Are You Making a Big Assumption About Long-Term Care in Retirement?
Counting on family or eventual Medicaid support can obscure the risks of long-term care. Morningstar’s retirement researchers explain what those assumptions leave out.
Inherited an IRA? Here’s When an RMD Must Be Taken Before a Transfer
Some custodians require beneficiaries to establish a beneficiary IRA before taking a year-of-death RMD, while others do the reverse.
Social Security Is Running Out of Time. What Happens Then?
Social Security faces benefit cuts by 2032. Here’s how the next Congress might respond.
Spencer Look and Jack VanDerhei: The Assumptions That Can Put Your Retirement at Risk
Morningstar’s retirement researchers explain why your plan needs to account for potential Social Security changes, long-term-care costs, and a longer life.
Ask the Analyst: What Is the Best Source for Low-Risk Tax-Free Income?
Even short-term muni funds aren’t totally immune from losses.
Retiring With Less Than $1 Million? Here Are 10 Ways to Make Your Savings Last
A successful retirement depends on income, spending, taxes, and flexibility, not a seven-figure balance.
Erin Moriarity: My Dad Lost About $1.5 Million on Bad Investments. Here’s How to Avoid His Mistakes
The creator of ‘Erin Talks Money’ discusses the value of professional advice, preparing for cognitive decline, and fear-based underspending.
Think You’re Ready for Retirement? Start With This 9-Step Checklist
The date you retire is only part of the picture. Also consider your income needs, spending rate, taxes, and more.
An IRA Strategy That Lowers Your Tax Bill
Christine Benz talks with tax expert Ed Slott about how qualified charitable distributions can reduce your taxes, satisfy required minimum distributions, and do good.
The Top Funds for a Simpler Retirement Portfolio
For retirement savers and retirees, Christine Benz highlights all-in-one funds and core funds that can serve as building blocks for a streamlined portfolio.
The RMD Mistakes That Could Increase Your Tax Bill
Tax expert Ed Slott talks with Christine Benz about when to take your first RMD, aggregation rules, QCDs, penalties, and Roth conversions.
You Saved for Retirement. Now Comes the Hard Part
Jean Chatzky discusses the financial and emotional hurdles that make it difficult to shift from saving for retirement to spending in retirement.
8 Retirement and Investing Books Christine Benz Recommends
From Dana Anspach to Wade Pfau, The Long View podcast has been a rich source of good reads.
Is a Long-Term-Care ‘Hybrid’ Policy Right for You?
The ability to lock in premiums with a lump-sum payment invites complicated questions about opportunity cost.
When a Retirement Rollover Goes Wrong, You Pay the Price
A recent IRS ruling highlights the risks of rollover errors.
Early Retirees: Why Now Is the Time to Convert Your IRA to Roth
Tax expert Ed Slott talks with Christine Benz about when Roth conversions make sense, why the years before RMDs can be especially advantageous, and how to handle the tax bill.
How Much Can You Safely Withdraw If You Retire Early?
Your retirement time horizon is a big factor, but Social Security, future employment, and changes in spending also matter.
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