Retirement News
retirement
Estimate the savings you need to retire
Use the Morningstar retirement model to come up with a retirement plan that estimates the amount you need to retire and the variables that will impact future outcomes.
retirement
2 charts to explain the trade-offs in retirement planning
Investors may need a shift in mindset as retirement approaches but there are ways to structure a portfolio to improve retirement outcomes.
retirement
How much do you need to save for retirement?
It is a simple question with an answer we probably don't want to hear.
retirement
Unconventional wisdom: The myth of better risk adjusted returns in industry super funds
Does the sales pitch for private assets hold up to scrutiny?
retirement
How private assets are transforming capital markets and super
Super funds and private assets in the spotlight after ASIC release.
retirement
10 ways to fix Australia’s broken retirement income system
Our retirement income system has too many rule changes, too many options, poorly explained and then seemingly at odds with each other when decumulation kicks in. Key experts weight in on how to fix the mess.
retirement
UniSuper’s boss flags a potential correction ahead
The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.
retirement
18 rules for ageing well
The rules to age successfully include, 'the unexamined life lasts longer', 'change no more than one-eighth of your life at a time', 'nobody is thinking about you', and 'pursue virtue but don’t sweat it'.
retirement
Unconventional wisdom: Add certainty to your retirement
What a trip to Monte Carlo can teach you about having a more secure retirement.
retirement
Meg on SMSFs: Winding up market linked pensions with care
Due to recently-introduced rules, many people with old style pensions, also known as legacy pensions, will look to wind them up this year. The temporary amnesty allowing these pensions to be stopped should be navigated with care.
retirement
Never reviewed your super? Here are a few steps to get you started
Reviewing your super is a small investment of time that can result in a large return.
retirement
The transition to retirement
Even the best retirement plans require revision when confronted by the uncertainties of life.
retirement
Preparing for retirement
Preparing your portfolio for retirement can be challenging without a well crafted plan.
retirement
Lessons from a ‘faux-tirement’
A six-week break from work brings insights into retirement and life.
retirement
Answering your questions about retirement
The Morningstar community has the following questions about planning for retirement. Here are my thoughts.
retirement
Chart of the week: Safe retirement withdrawal rates for your asset allocation
This week's chart of the week looks at how asset allocation impacts withdrawal rates.
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