Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...

Retirees can use market conditions to determine where to go for cash flows. Giles: Before we get into the topic of bucket maintenance, let’s discuss the bucket strategies. What is a Bucket portfolio, ...

I'm a 65-year-old preparing for retirement within the next three to five years. I'm looking at different types of retirement ...

Learn how to fund your retirement cash bucket using appreciated assets, savings, and tax strategies before leaving the workforce. While most retirement portfolios include allocations to stocks and ...

If you’re thinking about retiring, you may want to lower your risk. At the moment, a lot of people have too much exposure to ...

Why the strategy that got you TO retirement isn’t the one to get you through it.

A well-planned retirement portfolio should ideally be built around several different income buckets. When combined, those sources aim to produce a sustainable withdrawal rate that supports ...

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide. The easiest, most reliable ...

You might want to consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement ...

While most retirement portfolios include allocations to stocks and bonds in the years leading up to retirement, most retirement savers don’t hold much more than an emergency cushion in cash. Thus, an ...

Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds. The best way to shortlist great ...