Financial planner Mark Balasa and Morningstar's Christine Benz and David Blanchett tackled viewers' most pressing retirement questions, from determining savings rates and income needs to planning for Social Security and maximizing retirement accounts.
J.P. Morgan's Katherine Roy analyzes behavioral trends she's seeing among retirees and pre-retirees, including when to claim Social Security, having an adequate savings target, preparing for inflation, and much more.
Premium Member Video: Financial experts John Ameriks, Sue Stevens, and Bill Bernstein address how to allocate fixed-income assets, the importance of total return, the role of annuities, retirement distribution rates, and more in this special panel discussion hosted by Christine Benz.
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