Mark Miller

Some retirement researchers are challenging the traditional thinking on tax efficiency, Social Security, and drawdowns.

Don’t add to the challenge of retirement savings by leaving a trail of abandoned accounts.

Also, Salesforce’s dividend plans and Snowflake’s outlook following its leadership change.

Here’s how to determine what you owe this tax season.

What’s new for 2024, and where to find answers to your Medicare enrollment questions.

Plus, Social Security’s 2024 COLA increase and a rare win for actively managed funds.

Three top factors that may affect your living decisions as you age.

Tapping home equity gets a bad rap as a retirement planning strategy, but it shouldn’t.

How to decide if it’s the right time to sign up for Medicare and the costs of late enrollment.

Is there a better way to make healthcare affordable?

Trends suggest today’s younger workers would be hurt the most by another increase.

There are early signs of support for reviving the plans in the private sector.

Medicare beneficiaries will see an improved enrollment process, increased vaccine coverage, and more.

Morningstar contributor Mark Miller reviews ways to maximize Social Security benefits.

The 8.7% cost-of-living adjustment next year is historic, but more needs to be done to improve retirement security.

Plus the best resources for comparing Medicare plans.

The legislation makes the most significant changes to Medicare in almost two decades.

Higher fees can significantly eat into returns when investors move out of their workplace plans.

The short-term outlook for these programs has improved, but challenges and uncertainties loom.

The answer depends on healthcare costs, Social Security benefits, and your own financial circumstances.

The answer depends on healthcare costs, Social Security benefits, and your own financial circumstances.

Accountable care organizations may replace the fee-for-service model. Here's why that's concerning.

Carefully choosing a supplemental insurance plan is key if you're enrolled in traditional Medicare.

Medicare is a significant public policy achievement, but it's time for some urgently needed reforms.

The unique challenges posed by inflation will be the top story in the year ahead.

How to effectively and efficiently re-evaluate your prescription drug or Medicare Advantage coverage.

Retirees looking for a decent return in this low-rate climate would be wise to consider it.

The outlook for inflation and Medicare premiums complicates predicting what the net COLA will be for 2022.

For some income groups, job loss and early retirement have been higher than in the Great Recession.

Congress could mitigate inequities with some sensible Medicare program reforms, says Morningstar contributor Mark Miller.