Morningstar retirement bootcamp
Morningstar’s retirement bootcamp is designed to help people still in the workforce and already retired address challenges and achieve the best retirement outcomes.
Morningstar's four part retirement bootcamp will run during July. As content and new recordings become available they will be posted on this page.
Please send any questions to mark.lamonica1@morningstar.com. For invitations to future free bootcamps on a variety of investing topics join our mailing list.
Register for remaining retirement bootcamp webinars.
Module 1: Estimating retirement spending
The first of two modules that will help to estimate the amount of savings needed to support a desired lifestyle in retirement. In this module we have two objectives:
- Estimate your retirement savings for the first year of retirement as a foundation to calculate the lump sum needed to retire
- Understand the 4% rule as a foundation to estimate your personal withdrawal rate in retirement
Download the presentation