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Special Report

Morningstar's 7 Days to Retirement Readiness

Sept. 17-23: Morningstar experts walk you through practical steps to ensure you're on the right track for retirement.

Investors getting ready for retirement have their work cut out for them. Interest rates may be rising, but generating income in retirement is still a challenge. And for many, pensions aren't a part of the picture. On top of that, retirees need their portfolios to last two decades or longer.

This week, Morningstar will walk through practical steps to ensure you're on the right track. Topics include estimating how much you'll spend in retirement; strategies for maximizing portfolio cash flows in retirement; determining how much income your portfolio can safely provide; ideas for bridging a retirement shortfall; and how to build a portfolio today that'll let you retire comfortably tomorrow. 

On Thursday, we'll feature an exclusive webcast with Morningstar's senior analysts sharing their mutual fund, exchange-traded fund, and equity picks for in-retirement portfolios. 

Monday: How to Know When You'll Be Able to Retire
Do You Have Enough to Retire?
How Much Will You Spend in Retirement?
What If This Turns Out to Be a Terrible Time to Retire?
How Do Expenses Change in Retirement?
Don't Forget About These Costly Areas in Retirement
7 Steps to Estimating Your In-Retirement Cash-Flow Needs

Tuesday: How to Develop a Sustainable Withdrawal Rate and Spending Plan
7 Retirement-Portfolio Withdrawal Mistakes to Avoid
Formulate a Strategy for Retirement Portfolio Withdrawals
Pros and Cons of Income-Generating Strategies in Retirement
How to Fund a Long Retirement
How to Create a Retirement Policy Statement
What We Know for Sure About Retirement Withdrawal Rates
Get a Tax-Smart Plan for In-Retirement Withdrawals
Don't be Dogmatic About Retirement Portfolio Withdrawals
Why You Need a Retirement Policy Statement

Wednesday: How to Set an Appropriate Asset Allocation
The Bucket Investor's Guide to Setting Asset Allocation for Retirement
4 Bucket Strategy Misconceptions
How Pre-Retirees Can Transition to a Bucket Strategy
How Should Nonportfolio Assets Affect Your Asset Allocation?
When Retirement Bucket Portfolios Meet Multiple Retirement Accounts
How Many Retirement Buckets Do You Need?

Thursday Webcast: Morningstar's Top Picks for Retirement Portfolios
Crafting a Comfortable Portfolio for Retirement  

Friday: How to Assess the Impact of Your Home, Social Security, and Healthcare on Your Portfolio
How Social Security and Healthcare Impact Your Portfolio
Consider Your Social Security Strategy
75 Must-Know Statistics About Long-Term Care: 2018 Edition
What Should You Do With Your Home Equity in Retirement?
When Are You Money Ahead on Social Security?
When to Pull From Your IRA Before Claiming Social Security
How to Plan Ahead for Retirement Healthcare Costs
The Long-Term Care Insurance Market Evolves

Saturday: How to Play Catch-Up Amid a Shortfall
How to Bridge a Retirement Shortfall
How Empty Nesters Can Play Retirement Catch-Up
Strategies for Women to Bridge a Retirement Shortfall
Preparing for a Victory Lap Career
How to Blend Work and Retirement

Sunday: 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
Do's and Don'ts for Leaving IRA Assets to Your Loved Ones
Who Should Inherit Your IRA?

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