Morningstar's 2017 Retirement Matters Week
Dec. 11-15: This week, we take an in-depth look at five jobs that retirees grapple with and provide guidelines for finding the right solutions.
Today's retirees have their work cut out for them. Interest rates remain low, which makes generating income in retirement more challenging. Many retirees won't get much of a cost-of-living increase from Social Security next year. For many, pensions aren't a part of the picture. On top of that, retirees need their portfolios to last two decades or longer.
Morningstar's Retirement Matters Week is designed to help those who are nearing or who are in retirement manage some of those challenges. Each day this week, we'll take a deep dive into one critical portfolio-planning issue that retirees face. Topics will include asset allocation, choosing investments, managing a sustainable withdrawal rate, assessing the role of Social Security in portfolio planning, and creating a long-term care and estate plan.
Monday: How to Develop a Sustainable Withdrawal Rate and Spending Plan
7 Steps to Estimating Your In-Retirement Cash-Flow Needs
Formulate a Strategy for Retirement Portfolio Withdrawals
Don't Be Dogmatic About Retirement-Portfolio Withdrawals
7 Retirement-Portfolio Withdrawal Mistakes to Avoid
Get a Tax-Smart Plan for In-Retirement Withdrawals
Pros and Cons of Income-Generating Strategies in Retirement
How to Fund a Long Retirement (video)
Tuesday: How to Set an Appropriate Asset Allocation
The Bucket Investor's Guide to Setting Asset Allocation for Retirement
The Bucket Approach to Retirement Allocation
Bucket Portfolio Maintenance: There's More Than One Way to Get It Done
When Retirement Bucket Portfolios Meet Multiple Retirement Accounts
Wednesday: How to Select Dependable Retirement Investments
Our Favorite Funds for Retirement Portfolios
Find the Right Investments for Your Retirement Portfolio
A Conservative Retirement Portfolio in 3 Buckets
A Moderate Retirement Portfolio in 3 Buckets
An Aggressive Retirement Portfolio in 3 Buckets
Thursday: How to Assess the Impact of Social Security and Healthcare on Your Portfolio
Planning for Healthcare and Long-Term Care in Retirement
How Should Younger Investors Think About Social Security?
Consider Your Social Security Strategy
75 Must-Know Statistics About Long-Term Care
Higher Prices, Fewer Players in Long-Term Care Insurance
Friday: How to Create a Durable Estate Plan
How to Create a Succession Plan for Your Portfolio
Get Your Estate Plan in Gear
Do You Have a Plan for Your Digital 'Estate'?
Create a Master Directory