Within a given year, is there any advantage to taking your required minimum distributions as soon as you can, or taking it ...

How to make sure your money lasts as long as you do. A few months ago, AARP released a survey that found that one in five ...

Question: I’m preparing for retirement and trying to figure out where I should go for money to meet my income needs. I understand that it’s important to start by withdrawing from some accounts and ...

While direct contribution plans surpassed $10 trillion in assets by the end of 2024, asset leakage remained persistent.

They tell me they’ve been good savers, they’re frugal, they don’t need more. Underspending seems to be part of their ...

Margaret Giles: Hi, I’m Margaret Giles from Morningstar. One of the major challenges for people spending from their portfolios is how to manage the tax bills from those paychecks. Joining me to ...

Noting that nearly half of Americans have nothing saved for retirement and the median 401(k) balance is less than $10,000, Morningstar set out in a new report, “Easing the Retirement Crisis,” to ...

An emergency physician hit 50 with no budget, no net worth, and no plan for the future at all.

An effective investment strategy for retirement must deal with several challenges while catering for your unique ...