Morningstar Investor users sign in here.
TOPIC

RETIRE News & Analysis

Growing your passive income
Personal Finance
Growing your passive income
Our free tool can help investors that dream of living off of passive income. 
Mark LaMonica, CFA | 05 April 2024
How to retire early
Personal Finance
How to retire early
Three things to consider when planning for an early retirement. 
Mark LaMonica, CFA | 19 March 2024
Is contribution splitting a forgotten strategy?
Retirement
Is contribution splitting a forgotten strategy?
It's a surprise how rarely we see ‘spouse contribution splitting’ in SMSFs. This type of splitting is a special rule that effectively...
Meg Heffron | 19 February 2024
Are you ready for an SMSF? Here’s the checklist I used
Retirement
Are you ready for an SMSF? Here’s the checklist I used
Self-managed super funds are increasingly popular but are not right for everyone
Shani Jayamanne | 31 January 2024
Are you ready for an SMSF? Here’s a checklist to find out.
Investing
Are you ready for an SMSF? Here’s a checklist to find out.
Self-managed super funds are increasingly popular but are not right for everyone
Shani Jayamanne | 11 September 2023
What if this turns out to be a terrible time to retire?
Personal Finance
What if this turns out to be a terrible time to retire?
Pre-retirees and new retirees concerned about today's markets can take steps to protect themselves.
Christine Benz | 03 June 2022
A down-market survival guide for pre-retirees
Markets
A down-market survival guide for pre-retirees
If you're within 10 years of retirement, this eight-step review can help you improve your situation--and your peace of mind.
Christine Benz | 24 May 2022
Millennials are making the switch to SMSFs
Retirement
Millennials are making the switch to SMSFs
The younger generation’s drive into SMSFs should give the sector a further growth boost, putting pressure on incumbents to lower fees and...
Anthony Fensom | 19 October 2021
What I learned from my faux-retirement
Personal Finance
What I learned from my faux-retirement
A six-week break from work provides takeaways for retirement ,and the years that will come before.
Christine Benz | 18 July 2021
How long will my retirement savings last?
Retirement
How long will my retirement savings last?
Many self-funded retirees will outlive their savings as most men and women now aged 65 will survive at least another 20 years. Compare your spending...
Jon Kalkman | 12 April 2021