Retirement News
retirement
Unconventional wisdom: Add certainty to your retirement
What a trip to Monte Carlo can teach you about having a more secure retirement.
retirement
Meg on SMSFs: Winding up market linked pensions with care
Due to recently-introduced rules, many people with old style pensions, also known as legacy pensions, will look to wind them up this year. The temporary amnesty allowing these pensions to be stopped should be navigated with care.
retirement
Never reviewed your super? Here are a few steps to get you started
Reviewing your super is a small investment of time that can result in a large return.
retirement
The transition to retirement
Even the best retirement plans require revision when confronted by the uncertainties of life
retirement
Preparing for retirement
Preparing your portfolio for retirement can be challenging without a well crafted plan.
retirement
Lessons from a ‘faux-tirement’
A six-week break from work brings insights into retirement and life.
retirement
Answering your questions about retirement
The Morningstar community has the following questions about planning for retirement. Here are my thoughts.
retirement
Chart of the week: Safe retirement withdrawal rates for your asset allocation
This week's chart of the week looks at how asset allocation impacts withdrawal rates.
retirement
Avoiding the superannuation death tax
How to optimise tax savings on superannuation inheritance.
retirement
Why you shouldn't wait until 35 to take your super seriously
A recent Rainmaker study concludes that the best time to start taking super seriously is in your mid-thirties. I don't agree.
retirement
What to do for an SMSF when the first member of a couple dies
The surviving spouse has a lot to think about when a member of an SMSF dies. While it pays to understand the options quickly, often they’re best served by moving a little more slowly before making final decisions.
retirement
How to talk to your family about your will
Parents are often uncomfortable talking to their adult children about personal matters, but there are many benefits in having such a conversation.
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 rule.
retirement
Mark to market: Should you invest outside of super?
Mark answers a reader question about investing outside of super.
retirement
Are mega super funds’ returns set to fall?
While the performance of the largest super funds has been admirable, they’ve become so big that it will make it difficult for them to outperform their benchmarks in future. It will be important for you to pick your fund wisely.
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