Most retirees tap their accounts in the wrong order, draining savings faster and triggering unnecessary taxes. This 5-step ...

Since withdrawals from their Roth IRAs are off the table for now, the couple must choose how much to take from the remaining accounts. They decide to withdraw 60% from their 401 (k)s ($24,000) and 40% ...

The go-to rule for retirement spending was created over 30 years ago. Things have changed since then. Here's how you can ...

Bill Bengen updates his Safe Withdrawal Rate to 4.7%. What it means for retirees and how long your portfolio can really last.

That said, the 4% rule assumes that your portfolio has a fairly even mix of stocks and bonds. If you're a very conservative ...

A lot of people think saving money for retirement is the hard part. Some actual retirees might tell you that’s the easy part.

Get clarity on the four percent rule and how financial advisors build sustainable withdrawal plans. Learn how to protect your nest egg while still enjoying your retirement years.

The retirement landscape has shifted dramatically in recent years, with inflation, healthcare costs, and extended lifespans ...

If you’re working and collecting a steady paycheck, you’re hopefully saving some amount of money for retirement each month. You’ll need retirement savings to supplement your Social Security benefits.

Only six in ten respondents to a new survey feel that their future is financially secure, a decline from last year’s results.

Proactively reviewing your health coverage, RMDs, and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.

Determining your personal withdrawal strategy is all about looking at historical data and what's worked for others in the ...