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RETIREMENT INCOME News & Analysis

Morningstar retirement bootcamp
Retirement
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...
Mark LaMonica, CFA | 11 July 2024
Are you one of the 25% of retirees that spend too little money?
Retirement
Are you one of the 25% of retirees that spend too little money?
The psychology of retirement income: From saving to spending. 
Samantha Lamas | 04 June 2024
Protecting retirement income from inflation shocks
Retirement
Protecting retirement income from inflation shocks
As we continue to navigate a volatile market and geopolitical landscape, retirees need a portfolio with protection from inflation risks so that they...
Aaron Minney | 29 May 2024
Can you retire on dividends?
Personal Finance
Can you retire on dividends?
Living off of investment income addresses key risks faced by retirees. However, it introduces several considerations for investors who pursue this...
Mark LaMonica, CFA | 20 May 2024
How much does it really cost to run an SMSF?
Retirement
How much does it really cost to run an SMSF?
Use our free calculator to compare the cost against an industry or retail super fund
Shani Jayamanne | 15 May 2024
What if you don’t have enough to retire?
Retirement
What if you don’t have enough to retire?
4 steps to stretch your retirement savings. 
Mark LaMonica, CFA | 12 May 2024
How to get a 0% tax rate on super sooner
Retirement
How to get a 0% tax rate on super sooner
Savvy investors can use a Transition-to-Retirement account to increase retirement savings and save on tax. 
Shani Jayamanne | 08 May 2024
Are retirement assumptions about home ownership fundamentally flawed?
Personal Finance
Are retirement assumptions about home ownership fundamentally flawed?
We’ve assumed that people will enter retirement owning their home outright. Given increases in home prices is this a reality anymore?
Mark LaMonica, CFA | 06 May 2024
The 4% rule explained
Retirement
The 4% rule explained
The safe withdrawal rate is one of the most important components in retirement planning but many people don’t understand the basis of the...
Shani Jayamanne | 25 April 2024
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