Morningstar’s new analysis suggests retirees can start with one withdrawal rate and adjust for inflation, but taxes, fees, ...

Explore the Constant-Percentage Withdrawal Strategy, including its definition, how it works, factors, pros, & cons. Discover ...

Two-thirds of financial advisors are changing their retirement investment advice for clients due to a volatile market and ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

How you make retirement withdrawals will affect your tax brackets. This can be a fairly complicated issue. Depending on which ...

The 4% Rule is arguably the most famous strategy for making sure your retirement income lasts long. Developed in the 1990s, it offers an evidence-based answer to most retirees’ question: “How much can ...

Popular retirement withdrawal strategies like the 4% rule assume a steady rate of spending for retirees. But new research ...

The 4% rule assumes a 30-year retirement horizon with a balanced stock-bond portfolio. Ramsey’s 8% rule requires a stock-heavy portfolio to generate sufficient returns. Both strategies demand ...

There are innumerable retirement strategies that investors can take advantage of. Here are the pros and cons of Dave Ramsey's ...

One of the more underrated retirement strategies you can consider today is the Health Savings Account. Essentially, a tax-advantaged savings account that can help you pay for medical expenses like ...

The “right” safe starting withdrawal rate is a moving target, depending on equity valuations, bond yields, prospects for inflation, and a retiree’s own life expectancy and asset allocation, among ...

Retiring at 55 sounds like a dream come true with no more alarm clocks, no more meetings, just the freedom to do what you ...