Noting that nearly half of Americans have nothing saved for retirement and the median 401(k) balance is less than $10,000, Morningstar set out in a new report, “Easing the Retirement Crisis,” to ...

How to make sure your money lasts as long as you do. A few months ago, AARP released a survey that found that one in five ...

Within a given year, is there any advantage to taking your required minimum distributions as soon as you can, or taking it ...

Margaret Giles: Hi, I’m Margaret Giles from Morningstar. One of the major challenges for people spending from their portfolios is how to manage the tax bills from those paychecks. Joining me to ...

Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced a strategic collaboration with Alta Trust Company and a group ...

While direct contribution plans surpassed $10 trillion in assets by the end of 2024, asset leakage remained persistent.

Private equity in 401(k)s may face significant liquidity strains, reducing returns and complicating plan management, ...

Morningstar director of personal finance & retirement planning Christine Benz and Bankrate financial analyst Stephen Kates ...