My investment approach has shifted from yield-centric to growth-focused. Read how the 5% Rule can function as a strategic ...

The 2026 retirement rules turn what used to be a quiet back-of-the-envelope decision into a real compliance test for anyone ...

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 ...

Attribution rules look to prevent the creation of business ownership structures that run contrary to Internal Revenue Code ...

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

For CFP Cary Carbonaro, a managing advisor at Ashton Thomas Private Wealth, balancing savings, spending and investing often ...

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

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

Recently, a Reddit poster asked if they were at a stage when investing in a 401(k) no longer made sense because the growth of ...