Morningstar's Retirement Portfolio Week
Jan. 24-28: Our top income, allocation, risk-management, and investment ideas for retirees.
Special Report
Even without a financial crisis thrown in the mix, portfolio planning in retirement can be a tricky task. And today's retirees face a distinctive set of challenges, given the current concerns over low yields, rising rates, muni performance, and inflation. Couple those headwinds with the need for retirees' portfolios to last two decades or more, and it's clear today's investors have their work cut out for them.
Morningstar.com's Retirement Portfolio Week aimed to help retired or near-retired investors address the concerns facing them today, with tips on survival tactics for a rising interest rate environment, finding the right asset allocation in retirement, balancing income and total return, optimizing withdrawal strategies, incorporating annuities into a portfolio, and maximizing Social Security benefits.
The week's coverage featured two roundtable discussions, including a live retirement planning webcast on Monday, Jan. 24, at 10 a.m. Central Time and a roundtable discussion with Morningstar strategists on Friday, Jan. 28.
Morningstar readers can access all of the week's coverage below.
Video: Retirement Portfolio Week Preview
Morningstar's Christine Benz highlights some of the key headwinds facing retirees and the strategies we'll cover in the coming week.
Most Popular Retirement Portfolio Week Reports
- Five Retirement Pitfalls to Avoid
- Making Up for Retirement Shortfalls
- Don't Reach for Yesterday's Yields
- Is an Annuity Right for You?
- The Top Headwinds Facing Retirees
Mon. Jan 24 | Retirement Dilemmas
- Roundtable Webcast
Portfolio Planning in Retirement: Opportunities and Challenges Today
In this live webcast, Morningstar's Christine Benz will discuss retirement portfolio planning strategies and pitfalls with T. Rowe Price senior financial planner Christine Fahlund; Mark Balasa, co-president and chief investment officer of wealth management firm Balasa Dinverno Foltz; and Jeff Ptak, president and CIO of Morningstar Investment Services. Click here to watch a replay of the webcast. (Please allow a few moments for the video to load after clicking.)
- Don't Reach for Yesterday's Yields
- Set Realistic Expectations for Your Bond Portfolio (Video)
- Five Retirement Pitfalls to Avoid
- Optimizing Social Security: It's More Complicated Than You Think
- Social Security Maximization for the Married
- Managing Costs in Retirement
Tues. Jan. 25 | Income/Portfolio Strategies
- Implementing a Total Return Approach to Retirement Income
- Preparing a Portfolio for Retirement
- Get a Tax-Smart Plan for In-Retirement Withdrawals
- Finding the Right Withdrawal Rate
- Making Up for Retirement Shortfalls
Wed. Jan. 26 | Annuities
- Is An Annuity Right for You?
- Expert Q&A: Pros and Cons of Guaranteed Income Streams
- Balasa: Annuity Decision Is a Matter of Trade-Offs (Video)
- Five Answers You Need Before Buying Annuities
- For Annuities, Timing Is Key
- Evensky on Incorporating Annuities Into Retiree Toolkits (Video)
- A Closer Look at the Fine Print in Annuity Guarantees
- Choate: How Annuities Fit in an IRA (Video)
- These Mutual Funds Aim to Deliver a Retirement Paycheck
Thurs. Jan. 27 | Fixed-Income Alternatives
- Dividend Payers Hold Appeal, but Be Mindful of Risks
- Is There More Value in the Pipeline for MLPs?
- MLPs: Good Investment, Lousy Choice for an IRA
- Ptak: Consider Dividends, Be Wary of MLPs as Income Add-Ons (Video)
- Retirees: Look Before You Leap into Preferred Stock
- Two Option Strategies for Retirees (Video)
- Is a Structured Product Good for Retirement Income?
- A Novel Idea for Current Income?
Fri. Jan. 28 | Morningstar's Picks for Retiree Portfolios
- Roundtable Video Report
Best Investment Ideas for Retirement Portfolios
Christine Benz sits down with Morningstar DividendInvestor editor and equities strategist Josh Peters; Scott Burns, director of ETF research; and Miriam Sjoblom, associate director of fixed-income research for Morningstar. Click here to watch now.
- Jacobson's Bond Fund Picks for Retirees (Video)
- Dividends for the Long Haul (Video)
- Dividend-Paying Funds That Are Top Picks for Retirees
- How to Wring More From Your Short-Term Assets