Four strategies to consider if you’re looking for a steady ‘paycheck equivalent’ from your retirement portfolio.

A lot of people feel that saving for retirement is a difficult thing. But many seniors also struggle to spend their ...

The 4% withdrawal rule is pretty popular among retirees, but you can get away with a 5.5% withdrawal rate with this strategy ...

From HSAs to Roth IRAs, industry experts tell us the most effective ways to prepare ...

The old "safe" withdrawal rate is either too risky or too conservative. It is time to embrace a strategy that breathes with ...

We spend thirty or forty years obsessively checking the balance of our 401(k), but we rarely spend five minutes talking about the actual “spend-down.” The truth is, your nest egg is just raw material.

Age 59 is a financial milestone as it marks the transition between retirement saving and strategizing distributions.

If your plan is in good shape, you can put more weight on allocating to decisions that deliver a psychological return rather ...

The “4% Rule” has been the holy grail of retirement planning for decades. The concept was developed in the 1990s and offered ...

Leaving your job? Your savings can stay invested tax-efficiently until retirement. Here's what the rules, limits and recent ...