How can you make your money last throughout retirement?
I discussed the question as part of a terrific panel at the recent Morningstar Individual Investor Conference. My co-panelists were Christine Benz, Morningstar’s director of personal finance, and financial planner Mark Balasa, co-founder of wealth management firm Balasa Dinverno Foltz. The session was moderated by Adam Zoll of Morningstar.
The conversation focused on how withdrawal rates, asset allocation, Social Security decisions, and long-term-care insurance factor into portfolio sustainability. You can view the video below, or at Morningstar.com.