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Cashing Out of the Bucket Strategy
Financial-planning expert Michael Kitces cautions retirees about holding too much cash in their portfolios, as simple rebalancing of stocks and bonds ...
July 04, 2013
Top Bond-Fund Picks for Retirees
Morningstar's Eric Jacobson runs the gamut with some of his favorite fixed-income funds, including ideas for core, short-term, multisector, high-yield...
February 17, 2014
Bucket Portfolios for Retirement Income: S...
Morningstar's Christine Benz walks investors through the basics of setting up and maintaining a 'bucket' retirement portfolio, including some of her f...
April 14, 2015
Ice Bucket Challenge Helps Fund Genetic Re...
Funds from the ALS Ice Bucket Challenge are paying for genome sequencing in patients. UMass Medical School’s John Landers talks about the groundbreaki...
August 12, 2015
Jacobson's Bond Fund Picks for Retirees
Morningstar's director of fixed-income research offers up his picks for the core of your portfolio, go-anywhere flexibility, short-term savings, infla...
January 30, 2011
How the Money From ALS ‘Ice Bucket Challen...
The ALS Association has revealed how the money raised from the social media phenomenon is being allocated. Image: Bill Gates
July 22, 2015
How States Tax Retirees
Choosing the right place to retire can save a bundle in taxes
May 29, 2013
How Much Money Has the ALS Ice Bucket Chal...
Celebrities from Bill Gates to Jimmy Fallon to Justin Timberlake have dumped buckets of ice of themselves as a campaign to raise awareness for ALS goe...
August 18, 2014
Lessons From Our Bucket Portfolio Stress T...
Christine Benz's 2000-2012 simulations for bucketed retiree portfolios produced some interesting takeaways on rebalancing, the 4% rule, and more.
September 02, 2013
Wayne County Makes Deal with Health Care R...
Wayne County makes deal with health care retirees
June 10, 2015
Retiree Survival Guide For Market Volatili...
Retirees can gain some peace of mind by maintaining a near-term liquidity 'bucket,' reassessing their withdrawal rate, and stress-testing their equity...
June 02, 2012
7 Fund Favorites for the More Aggressive R...
Retired investors with a stomach for more risk might consider easing into these funds, says Morningstar's Christine Benz.
August 26, 2014
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