If you save 10% of your income, you have to work nine years to buy one year of freedom. That math doesn't work for a late ...

For as long as most of us can remember, the 4% rule has been something of the gold standard around retirement. In 2026, ...

Explore variable withdrawal strategies for retirement planning – its definition, factors, types, advantages, disadvantages, and assessing the suitability.

Experts explain whether $2 million is enough to retire comfortably and how factors—like your cost of living, lifestyle, and life expectancy—can play a key role.

Here are three top strategies every Canadian nearing retirement may want to consider, or at least think about, right now. The post Ready to Retire This Year? 3 Strategies for Canadians Coming Up on ...

The best retirement withdrawal method depends on what’s most important to you. That’s one of the conclusions from our recent ...

Recent research supports moving away from rigid withdrawal rates. Morningstar’s December 2025 analysis recommends a 3.9% starting safe withdrawal rate for new retirees with a 30-year horizon—not 4%.

Retirement planning isn’t just about saving money. Here’s how to approach it with strategy by aligning income, risk, taxes and lifestyle goals for long‑term security ...

Finally, IRS rules require that any physical metals held in a retirement account must be stored at an IRS-approved depository — meaning you cannot hold the gold yourself. Failure to comply can trigger ...

The best retirement withdrawal method depends on what’s most important to you. That’s one of the conclusions from our recent annual study on safe withdrawal rates. Every spending method involves some ...

Two retirees begin retirement with identical portfolios. They withdraw the same percentage of their savings each year. They experience the same average market returns over decades. Yet one runs out of ...

In our recent annual study on safe withdrawal rates, my colleagues Tao Guo, Jason Kephart, Christine Benz, and I looked into a variety of strategies that retirees can use to manage portfolio ...