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

Bengen's original 4% rule, published in 1994, suggested retirees could withdraw 4% of their portfolio in the first year and ...

For a 65-year-old staring at a lifetime of paychecks replaced by portfolio statements, the central question is not just "Did ...

Saving a lot of money at a young age can set you up for future financial success. In fact, if you have a lot of money ...

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 ...

Before you decide how much money you're going to withdraw from your retirement savings, map out a budget for how much you ...

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

The most talked-about retirement rule of thumb just got a serious update. Bill Bengen, the financial planner who popularized the now-legendary "4% rule," has revisited his calculations. His latest ...

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 ...

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

When you are making plans for retirement spending, you need to take many costs into account — including taxes. If you are ...

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