By combining dividend stocks, bonds, REITs, annuities, and other options, you can create a well-rounded portfolio tailored to ...

For example, if the retirement withdrawal rate is above 6% next year ... The use of a guardrails strategy during a Bear Market does not automatically compel the retiree to cut spending commensurately.

If you have $2.5 million saved for retirement, you’re among a select group of Americans. Only 1.8% of households have $2 ...

Social Security payments often forms the foundation of retirement income, making it an essential part of your withdrawal strategy. Your age when you start taking Social Security benefits directly ...

Recession is a word that can leave a sour taste in anyone's mouth. For the vast majority of people, there's no good ...

Bill Bengen, the creator of the 4% rule, shared eight customizable elements every retiree should consider when creating a ...

Range covers strategic investing for high-income individuals and methods used to help minimize tax burdens and offer greater ...

Is it time to throw out the 4% rule and give your retirement paycheck a raise? Can retirees withdraw 5% annually and still ...

you should consider working with a financial advisor who can develop a withdrawal strategy that aligns with your income needs and tax situation. A 457 plan is a valuable retirement savings vehicle ...

Explore the tax benefits of reverse mortgages, including strategies for Roth conversions and delaying Social Security.

Building a retirement strategy around dividends can help thwart the risks that come with withdrawing from your portfolio during a down market.

Retirement planners have used the popular ... Uh, I'm reminded of Jonathan Guyon's, uh, dynamics, well, withdrawal strategies where he says that there may be a need to sort of readjust things ...