If you have a retirement portfolio that's 70% stocks and 30% bonds, you may be able to sustain a 5% withdrawal rate without ...

For decades, the 4% rule was considered a simple benchmark for retirement withdrawals. Developed in the 1990s by financial ...

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

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

Many retirees are unprepared for the switch from saving to spending. Here’s how to turn your retirement savings into steady, ...

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

The company’s Income Solver software is intended to coordinate clients’ withdrawals from investment assets, Social Security, ...

Popular retirement withdrawal strategies like the 4% rule assume a steady rate of spending for retirees. But new research from J.P. Morgan shows that premise is often disconnected from reality.

Some people will spend decades saving and investing for retirement, only to discover that they missed a step along the way. That commonly "missed" step? Devising their plan for decumulation − in other ...

T. Rowe Price, through its wholly owned fintech subsidiary Retiree Inc., has launched what it says is an innovative software tool to help advisors develop advanced, multi-dimensional withdrawal ...

The 4% rule is a popular retirement savings withdrawal strategy. It has you taking out 4% of your portfolio your first year of retirement and adjusting future withdrawals for inflation. While this ...

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 ...