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Use anticipated spending needs and probabilities of a positive return over your time horizon to back into the right mix of cash, bonds, and stocks.
A diversified portfolio with various time frames can help you meet your income needs during retirement.
The best strategies allow investors to be strategic when tapping long-term assets.
These rules of thumb are helpful in determining what assets should go in what accounts.
Withdrawal-sequencing guidelines can help determine which Buckets go where, but flexibility, simplicity are essential.
But while we foresee some sales improvement, increasing already-high margins is not likely.
In high- (or low-) tax years, retirees may have reason to flout the rules of thumb on withdrawal sequencing.
Asset allocation, time horizons, and taxes can complicate withdrawal-rate planning.
The precisely right withdrawal rate is elusive, but taking these steps can keep yours on track.
Consider these strategies to stretch out your tax savings during your retirement years.
Dec. 11-15: This week, we take an in-depth look at five jobs that retirees grapple with and provide guidelines for finding the right solutions.
Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.
Living off of current yields is just one way to extract the cash flow you need.
The popping of the bitcoin bubble could clear the way for a more mature integration of blockchain technology into the banking system.
We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended Dec. 8.
Munis slide in November; U.S. stock funds post big gains.
Policy wonks can fix the problems--if Congress permits.
The rise of e-commerce has hit shopping malls hard, and we think the pain has just begun.
Like our Ultimate Stock-Pickers series, we take a deep dive into the portfolios of Medalist ESG funds.
It's complicated, but sustainable funds more than hold their own on a risk-adjusted basis.