RETIREMENT INCOME News & Analysis

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...

Investors may need a shift in mindset as retirement approaches but there are ways to structure a portfolio to improve retirement outcomes.

Understanding investment risk in superannuation is crucial for your retirement account. Here's a guide on how to define, take, and manage risk to...

More retirees are looking for guaranteed returns. Mark answers 3 common questions on annuities.

It is a simple question with an answer we probably don't want to hear. 

Our retirement income system has too many rule changes, too many options, poorly explained and then seemingly at odds with each other when...

The first members of ‘Generation X’ have turned 60, marking the start of the MTV generation’s collective journey towards retirement. Are Gen Xers and...

What are the implications of ‘Big Super’ for our economy, financial markets and population? New research looks at the beneficial, detrimental and...

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...

Morningstar’s Director of Personal Finance covered passive investing, retirement and income investing in February.