A fixed-percentage withdrawal involves withdrawing a set percentage of your portfolio's value annually. However, the amount ...

W e are both in our mid-70s and retired. We’re collecting Social Security and pensions — meaning we can live comfortably. We ...

Learn how and when withdrawals from your traditional IRA or Roth IRA and traditional 401(k) or Roth 401(k) can affect your ...

You've worked hard to accumulate the resources you need to retire in style. A strong decumulation plan can ensure you never ...

When times are tough and household budgets are under severe strain, taking cash out of your 401(k) plan can provide some relief. However, it’s best to be cautious, as there are specific rules related ...

They're not wrong. In 2002, Fidelity Investments projected that health-related expenses in retirement would cost the average ...

Saving for retirement is not an easy thing to do. But finding the money for retirement savings is only half the battle.

Twenties: While 77% of young middle-class adults report saving for retirement (via 401 (k)s or other means), median ...

Three million dollars sounds like the kind of money that lets you spend retirement sitting on the dock of your own boat, sipping mai tais (or coffee, if that’s more of your thing). But a $3 million ...

You may not have to take a required minimum distribution (RMD) if you're under 73, or if the account meets certain criteria.