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
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
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
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
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
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.
IRA inheritors should touch nothing until they understand the tax consequences, which can be irrevocable, says IRA expert Ed Slott.
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
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
Keep rebalancing, RMDs, fund capital gains, and account-funding deadlines in mind during your portfolio review, says Morningstar's Christine Benz.