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

Recent research reveals retirees withdraw just 2.1% of their savings annually—about half the amount experts recommend. Here's ...

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 ...

There's a range of withdrawal rates from retirement nest eggs that have been statistically proven to work, including those for early retirees. That several numbers have been shown to be sustainable, ...

If you’re approaching or already in retirement, knowing your safe withdrawal rate is key to making your money last. This is the percentage you can take out of your retirement savings each year without ...

For years, financial advisors have drilled the so-called "safe withdrawal rate" into the heads of retirement planners. The rule of thumb? Live on 4% of your nest egg per year, and your money should ...

Planning for a sustainable income from retirement investments can be complex. I've identified 10 primary variables, or "linchpins," which must be considered to develop a complete withdrawal plan. Of ...

There are a handful of retirement accounts to choose from, with the most popular being a 401 (k). It's usually what comes to ...

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 ...

A retirement budget compares expected income with planned expenses to see whether spending fits within available income. This ...

I have always said that asset accumulation is easy but the true difficulty is in asset distribution. There is no single plan that is right for everyone. Perhaps the best-known distribution plan is the ...

Millions of investors are making a critical mistake that could leave their finances vulnerable That error? Clinging to so-called “rules of thumb” that sound useful.