What Should I Do With My 401(k)?
Morningstar's experts provide answers to seven of the most frequently asked 401(k) questions today.
Save for Retirement
Plan ahead for your retirement. We cover building a retirement portfolio, maximizing your 401(k) and more. Get access to our invest specialist‘s model portfolios for retirement savers to get started.
Featured
RMDs Are On Hold for 2020. Now What?
How to decide whether you still want to take them.
How Do Flexible Retirement Withdrawals Work in Practice?
Financial planner and retirement researcher Jonathan Guyton explains how to implement spending rules that fluctuate with the market--but not too much.
The Pandemic, Social Security, and Medicare
Contributor Mark Miller discusses what the COVID-19 crisis might mean for these important retirement programs.
Sequence of Returns: Part II
The order of when things happen has implications for retirement savers, too.
Tools & Worksheets
Portfolio Planning
- What Are the Right Bonds for Retirees Today?
- How to Approach Social Security During a Pandemic
- Should You Pay Off Your Mortgage?
- How to Improve Retirement Plans for Teachers and Other Public Servants
- Retirees: If You Love Income, You Should Love Cash Flow Even More
- Even More on the Troubling Framework of the Retirement Plan Industry
- The Pandemic's Impact on Social Security and Medicare