• 

  IMPROVING YOUR FINANCES

  What If This Turns Out to Be a Terrible Time to Retire?

  Pre-retirees and new retirees concerned about sequencing risk can take steps to protect themselves.

  • Preparing for a Victory Lap Career
• 

  VIDEO REPORT

  How Many Retirement 'Buckets' Do You Need?

  Christine Benz examines this time-segmentation approach to see if three buckets is always the right number.

  • How Has the Bucket Strategy Performed?
• 

  IMPROVING YOUR FINANCES

  How Much Foreign-Currency Exposure Do Retirees Need?

  Here's another spot where it's helpful to let your spending needs drive your allocations.

  • Hedging Currency Risk Comes With Costs

Morningstar Article Library

• Retirement Archives
• Christine Benz Columns

30-Minute Money Solutions Worksheets

• Roth vs. Traditional 401(k) Worksheet
• IRA Conversion Worksheet
• See All Worksheets
• Learn More About 30-Minute Money Solutions

In Retirement Portfolio Planning

• What Rising Rates Mean for Retirees
• 5 Ways Retirees Can Take the Edge Off in Volatile Markets
• The Long-Term Care Insurance Market Evolves
• Should You Make IRA Contributions After 65?

Social Security & Medical

• Top Social Security Questions, Answered
• What Happens to Your HSA in Retirement?
• How Earned Income Affects Social Security in Retirement
• More on Social Security...
• More on Health Care in Retirement...

Income Investing

• How Has the Bucket Strategy Performed?
• How a Falling Dollar Affects Your Portfolio
• Tips for Avoiding Costly RMD Missteps
• More on Income Investing...

Annuities & Insurance

• Why Buy Annuities?
• New Strategies for Covering Long-Term Care Costs
• More on Annuities...

Estate Planning

• Retirees: What You Should Watch in 2018
• Day 5: Creating a Durable Estate Plan
• Is Your Estate Plan Obsolete?
• More on Estate Planning...