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Invest for Retirement

IMPROVING YOUR FINANCES
Caution: Objects in Your Retirement Portfolio May Be Smaller Than They Appear
Don't forget about taxes when assessing the viability of your savings and withdrawal rate.
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IMPROVING YOUR FINANCES
Good, Bad, or Meh? Readers Rate Their 401(k) Plans
Even those satisfied with their 401(k)s can spot room for improvement; common wish-list items include index funds, more bond funds.
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THE ERROR-PROOF PORTFOLIO
How Are Your IRA and 401(k) Really Performing?
Set up a custom benchmark to see if you've added value with security selection.
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Morningstar Article Library

Retirement Archives
The Short Answer
Christine Benz Columns
Christine Benz Videos

Pre-Retirement Portfolio Planning

Portfolio Checkup in Five Steps
Four Strategies for Combating Low Annuity Yields
The Error-Proof Portfolio: Inflation Could Destroy Your Retirement if You Don't Plan Ahead
Concrete Coping Strategies for Market Duress
Medicare Enrollment Checklist
Seniors: Beware of Affinity Fraud
The Error-Proof Portfolio: Inflation Could Destroy Your Retirement if You Don't Plan Ahead
Are Annuities Part of Your Retirement Toolkit?
Another Option for Early-Retirement Withdrawals
Should You Count on Social Security?
Retirees and Pre-Retirees: Lighten Up on Company Stock
Retirement Savers' Biggest Behavioral Traps
Planning Beyond the Rules of Thumb
Tap Retirement Accounts With Care
A Conservative Tax-Efficient Portfolio for Retirees
Starting a Business? Don't Neglect Retirement Planning
Bring Your Spouse Up to Speed on the Finances
The Error-Proof Portfolio: A Financial Safety Net for the Nonworking Spouse
Backdoor Roth IRAs Could Cost Some Investors at Tax Time
It's Almost Year-End: Do You Know Where Your RMDs Are?
Create a Retirement Paycheck With a Total-Return Approach
The Error-Proof Portfolio: Get Realistic About Future Market Returns
New Law Enables Roth 401(k) Conversion
Five Key Moves for the Fourth Quarter
Retirement vs. College Savings: Which Comes First?
Five Ways to Supercharge Your Retirement Plan
A Conservative ETF Portfolio for Retirees
Why Laboring Longer Is Good for Your Wealth
The Error-Proof Portfolio: For Annuities, Timing Is Key
Find the Right Stock/Bond Mix for Retirement Savings
Four Keys to a Sustainable Retirement Plan
How Often Should You Rebalance?

IRAs

Is It OK to Tap an IRA in a Financial Pinch?
Your Top IRA Picks
Multitasking in a Roth IRA? Here Are Some Core Holdings for the Job
Confused About Roth Conversion? Hedge Your Bets
Good Investment, Lousy Choice for an IRA
What Not to Put in Your IRA
These IRA Picks Aren't Just for High Rollers
The Best Investments for Your IRA
IRA Conversion: The Planning Opportunity of the Decade?
IRA Conversion Fact Sheet
Find the Right IRA in Three Easy Steps
How to Save on Taxes Using a Traditional IRA
IRA Dos and Don'ts
Tips for Handling IRA Rollovers and Inherited IRAs
Comparing Traditional and Roth IRAs

401(k)s

Give Your Old 401(k) Mobility
Should You Invest in a Lousy
401(k)?
Three Tips to Make Your 401(k) Work for You
Don't Fly Blind When Investing for Retirement
Video: What to Do with Your 401(k) Between Jobs
How to Make the Best of a Lousy 401(k)
Is the Roth 401(k) Right for You?
The 411 on Your 401(k) Plan
More...

Discuss: Investing for Retirement

Picking an Online Broker to Fund a Roth
What to Put in a Traditional IRA
How Far Has Your 401(k) Tanked?
Why It's Hard to Save Enough
More...

Retirement Savings Calculator

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Based on a study by Ibbotson Associates.
Retirement Tools
IRA CalculatorPortfolio ManagerBond CalculatorAsset Allocator Portfolio Allocator
Retirement Classroom
Is Your Portfolio on Track?Figure Retirement CostsJuggle Different GoalsCourse Catalog
Retirement Videos
Rightsizing Your Life for RetirementRightsizing Your Life for RetirementTax-Saving Tactics for Your December To-Do ListMastering the Midlife Juggling ActBenartzi: Getting Past the Barriers to SavingBenartzi on Common Retirement Stumbling BlocksMore Videos…

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