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  1. Ready Your Portfolio for Retirement

    Video Reports

    Sat, 12 Apr 2014

    Morningstar's Christine Benz demonstrates how to make a bucket portfolio best work for you, touching on allocation, RMDs, other income sources, and more.

  2. It’s Never Too Early: Roth 401(k)s and Other Fun Stuff


    Thu, 3 Apr 2014

    author as of the date or dates cited and may change at any time. The opinions offered herein regarding tax and retirement planning are general in nature and should not be construed as legal or tax advice. With regard to a specific legal or tax

  3. Why Adding to Stocks in Retirement Is a Good Idea

    Video Reports

    Mon, 31 Mar 2014

    Retirees who start with a conservative equity stake and build that up to a target percentage over the years will experience less volatility while still achieving solid returns, says financial-planning expert Michael Kitces.

  4. Moving Forward: The U.S. Economy, Household Wealth and Retirement Planning


    Fri, 28 Mar 2014

    believe, long-term interest rates will rise. Retirement planning review Many employees opened their year-end 401 ..... concept of control (Exhibit 3). An effective retirement planning strategy will focus on those factors within one

  5. Key Factors in the IRA Debate

    Video Reports

    Thu, 20 Mar 2014

    Financial-planning expert Michael Kitces explains why investors need to analyze current and future tax rates, RMDs, and estate plans when weighing options between Traditional and Roth IRAs.

  6. An Aggressive ETF Portfolio for Retirement


    Thu, 13 Mar 2014

    crashes, the ebbing away of pension plans, and dramatically declining interest rates. The bucket approach to retirement planning doesn't solve all of those problems. But as a total-return strategy, it helps retirees build a diversified

  7. Stern Advice - Getting real about retirement


    Wed, 12 Mar 2014

    NEW YORK, March 12 (Reuters) - In the retirement planning space, there are two realities.

  8. 6 Ways to Curb Taxes in Retirement

    Video Reports

    Wed, 26 Feb 2014

    Investors who build tax diversification, get savvy with RMDs, mind state taxes, and avoid the 'tax torpedo' can lighten their tax loads considerably in retirement, says Morningstar's Christine Benz.

  9. Smoother Sailing in Washington?


    Tue, 25 Feb 2014

    subscription, click here .) At the same time, be aware of the dangers of overexposure to company stock . Besides retirement planning , you should take the time to understand other company benefits and how to maximize them. My colleague Sue Stevens

  10. He's at it again: Obama’s Retirement Cap Could Hit Middle Class


    Mon, 24 Feb 2014

    Hit Middle Class By Robert England on February 24, 2014 A A A Filed Under: 401K , IRA , Retirement Budgeting , Retirement Planning , Tax Policy President Obama wants to limit America's retirement benefits. In his State of the Union address

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