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Retirement Planning

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  1. What 'Yukon Men' Teaches Us About Retirement Planning

    Headlines

    Sat, 25 Oct 2014

    What 'Yukon Men' Teaches Us About Retirement Planning

  2. An Aggressive Retirement Saver Portfolio

    Headlines

    Sun, 19 Oct 2014

    short, is that the bucket approach--essentially segmenting a portfolio by time horizon--is most useful for retirement planning . Not only does an in-retirement bucket portfolio provide ready cash reserves if the long-term components of

  3. Pros and Cons of 2 Key Annuity Types

    Video Reports

    Sat, 18 Oct 2014

    Single premium immediate annuities look more competitively priced than deferred income annuities today, says David Blanchett of Morningstar Investment Management.

  4. Tips for Navigating Medicare Open Enrollment

    Video Reports

    Thu, 16 Oct 2014

    From choosing the right Medicare plan to reshopping for prescription-drug coverage, here's what you need to know.

  5. Simplifying Your Portfolio for Your Spouse

    Video Reports

    Mon, 13 Oct 2014

    Morningstar's Christine Benz shares tips for simplifying a portfolio for a non-investing-savvy spouse.

  6. What You Need to Know About Estate Planning Today

    Video Reports

    Fri, 10 Oct 2014

    for being here. Deborah Jacobs: I'm happy to be here. Thank you for having me. Benz: We are focusing on retirement planning all this week, and we'd like to look at estate planning. What essential documents should every pre-retiree

    Retirement Planning found at 0:23

    be here. Thank you for having me. Benz: We are focusing on retirement planning all this week, and we'd like to look at estate planning. What essential documents should every pre-retiree and retiree be thinking of
  7. Do You Need A Trust?

    Video Reports

    Fri, 10 Oct 2014

    Estate-planning expert Deborah Jacobs shares her guidelines for determining whether a trust is right for you.

  8. Make the Right Decision on Your Social Security Start Date

    Video Reports

    Thu, 9 Oct 2014

    Double-check your Social Security statement, understand the importance of your 'full retirement age,' and weigh the benefits of delaying, says retirement expert Mark Miller.

  9. Morningstar.com's 5 Keys to Retirement Investing

    Headlines

    Wed, 8 Oct 2014

    Retirement? The Bucket Approach to Retirement Allocation Stock Exposure: Grow or Shrink Throughout Retirement? Retirement Planning : Think Outside the Pie Chart Is Your Retirement Portfolio Ready to Do the 'Twist'? Tuesday, Oct. 7 | Selecting

  10. Unpacking the 4% Rule for Retirement-Portfolio Withdrawals

    Headlines

    Wed, 8 Oct 2014

    It's a useful starting point for retirement planning , but it's crucial to understand the assumptions behind it.

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