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Retirement Planning

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  1. Retirees: Are You Spending Too Much?

    Headlines

    Sun, 25 Jan 2015

    Because setting a sustainable withdrawal rate--or spending rate, as I prefer --is such an important part of retirement planning , pre-retirees and retirees who need guidance should seek the help of a financial advisor for this part of the

  2. Accumulators: Is Your Retirement Plan on Track?

    Headlines

    Sun, 25 Jan 2015

    overview --with links--to both free and paid retirement - planning calculators, and Morningstar.com readers shared some of their favorite retirement - planning resources in this article . Because all of these

  3. Is My Target-Date Fund Layering On Extra Fees?

    Headlines

    Tue, 20 Jan 2015

    this is done? Answer: The growing popularity of target-date funds has been among the biggest stories in the retirement - planning industry over the past decade. From 2005 to the first quarter of 2014, net assets in target-date funds grew

  4. Your 2015 Financial Calendar

    Headlines

    Thu, 15 Jan 2015

    March 21. The event will feature a full day's worth of panel discussions and presentations about investing and retirement planning . April Know what to save and what to shred: Many people scrupulously file everything they receive from their

  5. Retirement Readiness on the Rise ... for Some

    Video Reports

    Thu, 1 Jan 2015

    talk about this and other topics in the realm of retirement planning is Christine Benz, Morningstar's director of ..... the many interesting developments with regard to retirement planning this year. Benz: Thank you, Adam. Zoll: For

    Retirement Planning found at 0:12, 9:39

    Here to talk about this and other topics in the realm of retirement planning is Christine Benz, Morningstar's director of personal finance. Christine, thanks for being with us. Christine Benz: Adam, it's great to be here.
    your thoughts with us on the many interesting developments with regard to retirement planning this year. Benz: Thank you, Adam. Zoll: For Morningstar, I'm Adam Zoll. Thanks for watching.
  6. Retirement Savings: 3 Ways to Play Catch-Up

    Video Reports

    Tue, 23 Dec 2014

    Consider ticking up your savings rate, working a bit longer (but maybe in a different job), and nudging your portfolio allocations, says Morningstar's Christine Benz.

  7. Inherited an IRA? Don't Fall Into the Tax Trap

    Video Reports

    Sun, 14 Dec 2014

    IRA inheritors should touch nothing until they understand the tax consequences, which can be irrevocable, says IRA expert Ed Slott.

  8. 5 Retirement - Planning Pitfalls

    Video Reports

    Tue, 9 Dec 2014

    Benz for Morningstar.com. Retirement planning can be complicated, and ..... Joining me to discuss some key retirement - planning pitfalls is Tim Steffen ..... terrific piece highlighting 10 retirement - planning mistakes that folks often

    Retirement Planning found at 0:06

    Christine Benz: Hi, I'm Christine Benz for Morningstar.com. Retirement planning can be complicated, and it's easy to make mistakes. Joining me to discuss some key retirement - planning pitfalls is Tim Steffen--he's director of financial planning for R.W. Baird. Tim, thank you so much for being here. Tim Steffen: Thanks. Benz: You put out a terrific piece highlighting 10 retirement - planning mistakes that folks often run into. Let's cherry-pick some of them. The first--and you think sort of an overarching issue with a
  9. Time to Get It Together (Tax Planning, That Is)

    Video Reports

    Sun, 7 Dec 2014

    give you the lowest tax cost over that multiyear period. Benz: You also had some tips for folks in the realm of retirement planning and the way that it intersects with tax planning. Let's talk about some key tips for folks who are still accumulating

    Retirement Planning found at 7:01

    Benz: You also had some tips for folks in the realm of retirement planning and the way that it intersects with tax planning. Let's talk about some key tips for folks who are still accumulating for
  10. 5 Dos and Don'ts for Your Year-End Portfolio Checkup

    Video Reports

    Tue, 2 Dec 2014

    Keep rebalancing, RMDs, fund capital gains, and account-funding deadlines in mind during your portfolio review, says Morningstar's Christine Benz.

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