Confused about where your retirement income will come from? Learn the optimal withdrawal order for your taxable, tax-deferred and tax-free accounts to minimize taxes and maximize your retirement ...

Bengen's 4% rule has long been viewed as a starting point for mapping out an annual withdrawal plan that guards against retirees running out of money. But the rule has been questioned in recent years, ...

Worried about retirement savings? Discover how boomers can plan smarter, eliminate guesswork and feel confident they’ve saved ...

Let's start with the obvious: How a person withdraws money from their retirement portfolio matters. If thoughtfully executed, portfolio withdrawals need not capsize a retirement portfolio. But that ...

What if you could take those dream vacations in early retirement while still ensuring your savings last for decades to come? It’s a concern that even affluent retirees grapple with. In fact, did you ...

Morningstar‘s new safe retirement withdrawal rate is 3.7% Estimate is based on forward-looking market return assumptions High stock valuations and lower bond yields influenced the reduction Goal is to ...

It's a tough time to be a retiree. Despite a slight recovery after President Trump paused his tariff policies, the angst over how those levies will affect the economy has fueled a selloff in U.S.

Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + Good. She continues to pursue her passion for writing and personal finance, ...

How to calculate your spending needs and plan strategic withdrawals that balance saving and spending in your golden years.