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

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

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 biggest change once I retire is that I won't be "saving" for retirement anymore, so I won't need to replace the pretax money currently going into my 401 (k). Rather than working off a percentage ...

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

Retirement should be your victory lap after decades of hard work. You save diligently, watch your nest egg grow, and finally ...

While there are limited exceptions, such as for those who enroll in a Medicare savings program or qualify for a special ...

Retirements are longer and less predictable. The traditional “guaranteed income” foundation is gone. Enter, lifetime income.

There is no question that retiring with $2 million in the bank represents a pretty significant achievement for most people [… ...

We asked financial experts for their views on the "4% rule" and how to weather changing market conditions while keeping your ...

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

I moved back in with my father about 12 years ago to help him, and I don't pay rent. There has been a reverse mortgage on the house for over 20 years. When he passes, I don't anticipate anything ...