Quick Read Morningstar revised the safe retirement withdrawal rate to 3.9% for 2026 from the traditional 4% rule. Retirees ...

The best retirement withdrawal method depends on what’s most important to you. That’s one of the conclusions from our recent ...

Use these strategies to replace retirement uncertainty with a feeling of clarity and control over your financial plan.

Morningstar’s new analysis suggests retirees can start with one withdrawal rate and adjust for inflation, but taxes, fees, and portfolio mix still matter.

CHICAGO--(BUSINESS WIRE)-- Morningstar Retirement, part of Morningstar, Inc. (MORN) (Nasdaq: MORN) a leading provider of independent investment insights, today announced a strategic collaboration with ...

For retirement savers and retirees, the new year brings more than the usual inflation adjustments to retirement contributions ...

The CRSP integration unites two trusted sources of market insight, reinforcing a shared commitment to transparency, quality, and investor-focused solutions and solidifying Morningstar’s position as a ...

CHICAGO--(BUSINESS WIRE)--The Morningstar Center for Retirement & Policy Studies, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the ...

Managed accounts are rapidly becoming a centerpiece of the modern 401(k). Fidelity data shows that access to the once-niche service has surged from 17% of plans in 2014 to 42% by 2023, reflecting a ...