#Morningstar #RetirementChecklist #RetirementPlanning
Preretirees, here’s how to ensure a smooth transition into retirement.
00:00 Introduction
00:32 Step 1: Will You Be Working Past Retirement Age?
01:42 Step 2: Planning for Social Security in Retirement
03:11 Step 3: What Is Your Retirement Income Style?
04:26 Step 4: Preretirees Should Practice Spending Their Retirement Savings
05:37 Step 5: Prepare Your Portfolio for Retirement
What are the secrets to a healthy, happy, and wealthy retirement? Find out with Christine Benz’s new book, “How to Retire.” https://linktr.ee/christine_benz
Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name in our Investing Insights playlist. https://www.youtube.com/watch?v=NOFhCXK5jDo&list=PLdHNrgBvsSFTqp76MFTZRQLr1oOzkZCU_
What to watch from Morningstar.
Christine Benz: 5 Things I Learned About Retirement Planning From My New Book https://youtu.be/03fE2h47gNU?si=uWTleHTPi_Jb80pJ
Should You Bother Contributing to a Pretax 401(k) or IRA? https://youtu.be/SNsjwrVSa-I?si=MXKD98QPRPqxSDul
The Big Retirement Myth https://youtu.be/q-M_PgNTMEs?si=8Vz8yxie6LrGLovd
Don’t Make These Fatal Errors With IRA Rollovers https://youtu.be/1vFV_4Wm9sA?si=dDkD-3A6Vcy6emd2
Read what our team is writing.
Christine Benz https://www.morningstar.com/people/christine-benz
Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski
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