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 ...

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 ...

Many retirees are unprepared for the switch from saving to spending. Here’s how to turn your retirement savings into steady, ...

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