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Investing Specialists

Making Retirement Work Without a Huge Nest Egg

With a carefully calibrated withdrawal rate and a well-constructed portfolio, this couple proves you don't need millions to retire.

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"I think we're in a large cohort that will retire with less than $500,000 in portfolio assets, combined with a requirement to stretch our retirement over a possible 40-year span."

That was part of Andrew's email to me when he wrote in to request a portfolio makeover for himself and his wife Olivia. And he was right: Plenty of retirees and pre-retirees will see a lot of themselves in this couple.

Christine Benz has a position in the following securities mentioned above: OTCFX. Find out about Morningstar’s editorial policies.