Retirement
Featured
Retirement Topics
Retirement Income
-
How Morningstar’s Retirement Advice Stacks Up Against the 4% Rule
-
Why Playing It Safe in Retirement Can Backfire
-
Your 7-Figure Retirement Fund Might Not Stretch As Far As You Think. Here’s How to Change That
-
This Retirement Strategy Can Provide Inflation Protection for 30 Years
-
One Statistician’s Warning for Retirees About the 4% Rule
-
Stefan Sharkansky: The Retirement Rule That Leaves Too Much Money Behind
-
Target-Date Funds With Annuities Are Gaining Ground. Is That Good for Your Retirement Plan?
-
‘Social Security Is Already in Deficit’: MarketWatch’s Brett Arends Dissects What Retirees Get Wrong About the Program
-
This May Be the Closest Thing to a Risk-Free Investment
IRAs
-
Scammed Out of Your IRA? You Could Still Owe Taxes
-
Don’t Leave Tax Savings on the Table: How to Conduct a Midyear IRA Checkup
-
A Hierarchy for Retirement Savings
-
5 Things You Need to Know About RMDs This Year
-
Do as I Say (Not as I Do)
-
IRA Transfers vs. Rollovers: The Rules That Can Cost You
-
Should You Make Roth or Traditional Retirement Plan Contributions? It Depends
-
Trump Accounts vs. 529: Assessing the Pros and Cons
-
TrumpIRA Plan Expands Access, Revives Retirement Policy Debate
401(k)s
-
This Retirement Strategy Can Provide Inflation Protection for 30 Years
-
Stefan Sharkansky: The Retirement Rule That Leaves Too Much Money Behind
-
Target-Date Funds With Annuities Are Gaining Ground. Is That Good for Your Retirement Plan?
-
This May Be the Closest Thing to a Risk-Free Investment
-
Brett Arends: Worried About Outliving Your Money? There’s an Answer
-
What New Graduates Need to Know About 401(k) Plans
-
A Hierarchy for Retirement Savings
-
IRA Transfers vs. Rollovers: The Rules That Can Cost You
-
As Fidelity Adds Target-Date Fund With Guaranteed Income, Here’s What You Should Watch For
Estate Planning
-
Retirement Planning for Couples Without Children
-
Stefan Sharkansky: The Retirement Rule That Leaves Too Much Money Behind
-
How to Build Wealth That Lasts Beyond You and Avoid the ‘Expertise Trap’
-
Kathleen Rehl: Helping Widows and the Advisors Who Serve Them
-
How to Tackle Estate Planning Basics in 7 Steps
-
4 Financial Worries to Cross Off Your List
-
4 Financial Tasks You Shouldn’t Put Off
-
3 Big Questions to Ask Your Aging Parents
-
5 Smart Ways to Use Your Tax Refund
More in Retirement
Retirement Planning for Real Life, With Christine Benz
Whatever your family situation, Christine Benz has retirement planning insights tailored to your circumstances.
What Doubters Get Wrong About the 60/40 Portfolio
Why stock and bond correlations don’t tell the whole story.
This Retirement Strategy Can Provide Inflation Protection for 30 Years
Why a retirement researcher likes TIPS ladders better than immediate annuities.
Don’t Fear Long-Term-Care Expenses. Prepare for Them
Nervous about long-term care? Two retirement experts talked with Christine Benz about the fears and realities of this retirement risk, and how to prepare.
One Statistician’s Warning for Retirees About the 4% Rule
You could end retirement with 50% more wealth than you started with, says Stefan Sharkansky. Here’s why he thinks that’s a problem.
Stefan Sharkansky: The Retirement Rule That Leaves Too Much Money Behind
The statistician says rigid withdrawal rates often cause retirees to underspend. He has a formula that balances secure income with flexible spending.
You May Not Get to Choose When You Retire. Here’s How to Prepare
Even if you think you’ll work until 65, retirement experts recommend building a plan that can withstand the shock of an early retirement you didn’t want.
What Retirees Might Give Up When They Age in Place
The home that’s served you well for decades can work against your health, finances, and social connections, a longevity expert says. Here’s how to tell if it’s still the right fit.
Target-Date Funds With Annuities Are Gaining Ground. Is That Good for Your Retirement Plan?
Plus, how income and guaranteed lifetime withdrawal benefits work.
‘Social Security Is Already in Deficit’: MarketWatch’s Brett Arends Dissects What Retirees Get Wrong About the Program
The veteran investing columnist argues that Americans should focus on Social Security’s annual cash flow—not the trust fund—and explains why he believes the program’s finances are widely misunderstood.
Retirement Planning After Losing a Spouse
Here are the most important planning decisions facing widows and widowers.
Ryan Frederick: Why Your Home May Matter More Than Your Portfolio Later in Life
In retirement, we ‘underestimate the financial opportunity cost of owning a home’ and how much it can influence health and wealth, says the expert in housing and longevity.
Ask the Analyst: Are CD Ladders a Good Retirement Strategy?
CD ladders offer safety and predictable income, but inflation risk is a major negative.
What If Retirees Don’t Get the Returns They Were Hoping for?
How to strengthen your retirement plan for sequence of returns risk and other retirement shocks.
This May Be the Closest Thing to a Risk-Free Investment
TIPS can protect your purchasing power in retirement no matter what happens with inflation.
Solo Ager? Here’s How to Build Financial Security for Retirement
These are the financial decisions that matter most for singles planning retirement.
Brett Arends: Worried About Outliving Your Money? There’s an Answer
The retirement columnist weighs in on income annuities, investing FOMO, and the appeal of TIPS. Plus, the crisis he sees in Social Security.
The Retirement Planning Mistake That Makes Inflation Much More Expensive
Michael Finke and Dana Anspach talked to Christine Benz about minimizing inflation risk and fortifying your retirement plan.
How Your Plan Can Survive the Retirement Red Zone
Your portfolio is most vulnerable in the 5 years before and after you retire. But you can protect it, financial planner Dana Anspach says.
Your Retirement Countdown, With Christine Benz
Whether retirement is 25 years away or less than a year out, Morningstar’s Christine Benz shares the essential planning priorities for every stage of your retirement countdown.
United States