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

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

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

The IRS has released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth ...

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

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

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

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

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 ...

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 ...

If you play your cards right, you can avoid an unwanted tax bill. When I first started working full-time and was able to make ...

Before collecting your first Social Security benefit, ensure you have a decumulation plan in place. "Decumulation" refers to how you plan to spend your money in retirement. Part of designing a ...