Investors First: The New Rules of Retirement
Morningstar’s CEO explores the trends redefining retirement planning and how investors can approach it with confidence.
Retirement Income
More on Retirement Income
When Safe Withdrawal Rates Collide With RMDs
Could required minimum distributions lead to premature asset depletion?
Is Now a Good Time to Buy an Income Annuity?
Retirees looking for income may find the most straightforward annuities attractive now, but there are caveats.
Here’s How You Can Spend More During Retirement
Three strategies to consider if you want to maximize your lifetime spending.
A Tax-Smart Plan for In-Retirement Withdrawals in 3 Steps
Consider these strategies to stretch out your tax savings during your retirement years.
6 Retirement Must-Knows for 2026
Higher retirement plan contribution limits, changes to Social Security benefits, a new senior deduction, and more.
How New Retirees Can Spend More Without Risking Their Savings
Plus, the trade-offs new retirees should be prepared to make.
The Best Retirement Strategies for Leaving Money Behind
Three retirement withdrawal strategies to consider if your goal is to maximize bequests.
4 Financial To-Dos to Kick Off the New Year
Check on your spending and saving and get ahead of tax season.
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.
What’s a Safe Retirement Withdrawal Rate for 2026?
Retirees can increase their spending power by taking a more flexible approach.
How to Use Morningstar’s Retirement Income Research
And how not to!
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.
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