4 Financial To-Dos to Kick Off the New Year
Check on your spending and saving and get ahead of tax season.
Retirement Income
More on Retirement Income
Could Required Minimum Distributions Cause You to Overspend?
The calculations for RMDs are more conservative than many people realize.
Estimate How Much You Can Spend in Retirement
This tool uses Morningstar’s retirement income research to estimate your safe starting withdrawal rate in 2026.
8 Tips to Stop Worrying About Running Out of Money in Retirement
Use these anchors to replace retirement uncertainty with a feeling of clarity and control over your financial plan.
Ed Slott: What You Need to Know About the New Tax Deduction for Seniors
The tax and IRA expert discusses who qualifies for the deduction, as well as its impact on Social Security taxation.
The Biggest Risk for New Retirees
Why bad returns at the wrong time can put your retirement spending plan in danger.
Here’s What Your Retirement Spending Rate Should Be in 2026
New research shows that flexible withdrawal strategies can help you spend more in retirement.
Vanguard Unveils First New Target-Date Series Since 2003
Vanguard Target Retirement Lifetime Income will offer retirement savers access to an annuity.
How to Use Morningstar’s Retirement Income Research
And how not to!
What’s a Safe Retirement Withdrawal Rate for 2026?
Retirees can increase their spending power by taking a more flexible approach.
Which Should Come First When Investing for Retirement: Total Return or Income Generation?
Higher dividends are appealing, but they’re only one piece of the total return equation.
Don’t Count on Dividend Stocks Alone for Retirement Income
There are risks if you rely too much on the payouts from dividend stocks in retirement.
Take These Steps to Make Your Money Last in Retirement
Consider these strategies to avoid a retirement shortfall.
Will Social Security Be There When You Need It? Gen X Isn’t So Sure
Plus, why this prolific retirement author says that Trump’s latest tax bill isn’t actually a tax win for low-income retirees.
Kerry Hannon: What Gen Xers Need to Know About Their Retirement Plans
The author and ‘workplace futurist’ discusses the challenges of retirement for this generation, the viability of Social Security, and the benefits and limitations of working longer.
What Interest Rate Cuts Mean for Your Retirement Portfolio
Here is how different asset classes, as well as your spending, will be affected.
For Pension Funds and Other Asset Owners, Trade Wars, AI, and Sustainability Are Financially Relevant
The latest perspectives from institutional investors in Morningstar’s Voice of the Asset Owner Survey.
4 Reasons to Take Social Security Now
A guaranteed payment today can be more valuable than a bigger one tomorrow.
7 Steps to Estimating Your In-Retirement Cash Flow Needs
Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.
4 Ways Trump’s New Tax Law Will Affect Older Americans
The bill may have tax sweeteners, but it will also limit healthcare affordability and access to long-term care.
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