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Special Report

Morningstar's 2017 Retirement Matters Week

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.

Today's retirees have their work cut out for them. Interest rates remain low, which makes generating income in retirement more challenging. Many retirees won't get much of a cost-of-living increase from Social Security next year. For many, pensions aren't a part of the picture. On top of that, retirees need their portfolios to last two decades or longer.

Morningstar's Retirement Matters Week is designed to help those who are nearing or who are in retirement manage some of those challenges. Each day this week, we'll take a deep dive into one critical portfolio-planning issue that retirees face. Topics will include asset allocation, choosing investments, managing a sustainable withdrawal rate, assessing the role of Social Security in portfolio planning, and creating a long-term care and estate plan.

Monday: How to Develop a Sustainable Withdrawal Rate and Spending Plan

7 Steps to Estimating Your In-Retirement Cash-Flow Needs

Formulate a Strategy for Retirement Portfolio Withdrawals

Don't Be Dogmatic About Retirement-Portfolio Withdrawals

7 Retirement-Portfolio Withdrawal Mistakes to Avoid

Get a Tax-Smart Plan for In-Retirement Withdrawals

Pros and Cons of Income-Generating Strategies in Retirement

How to Fund a Long Retirement (video)

Tuesday: How to Set an Appropriate Asset Allocation

The Bucket Investor's Guide to Setting Asset Allocation for Retirement

The Bucket Approach to Retirement Allocation

Bucket Portfolio Maintenance: There's More Than One Way to Get It Done

When Retirement Bucket Portfolios Meet Multiple Retirement Accounts

Wednesday: How to Select Dependable Retirement Investments

Our Favorite Funds for Retirement Portfolios

Find the Right Investments for Your Retirement Portfolio

A Conservative Retirement Portfolio in 3 Buckets

A Moderate Retirement Portfolio in 3 Buckets

An Aggressive Retirement Portfolio in 3 Buckets

Thursday: How to Assess the Impact of Social Security and Healthcare on Your Portfolio

Planning for Healthcare and Long-Term Care in Retirement

How Should Younger Investors Think About Social Security?

Consider Your Social Security Strategy

75 Must-Know Statistics About Long-Term Care

Higher Prices, Fewer Players in Long-Term Care Insurance

Friday: How to Create a Durable Estate Plan

How to Create a Succession Plan for Your Portfolio

Get Your Estate Plan in Gear

Do You Have a Plan for Your Digital 'Estate'?

Create a Master Directory