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

The taxes owed depend on your age, the type of account, and more ...

The No. 1 financial goal for most Americans is to stop working. Once they retire, their primary goal becomes not running out of money.

This article discusses what you might expect your RMDs to be if you have $1 million inside your retirement accounts, and I'll ...

The “right” safe starting withdrawal rate is a moving target, depending on equity valuations, bond yields, prospects for inflation, and a retiree’s own life expectancy and asset allocation, among ...

The 4% popular annual withdrawal rule was first formed during a period when interest rates felt relatively stable, and bonds ...

Are you on track to save enough for retirement? Use our calculator to check your progress, see how much retirement income you'll have and estimate how much more you should save. Many, or all, of the ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. Saving enough money is half the battle for a comfortable ...

Let's start with the obvious: How a person withdraws money from their retirement portfolio matters. If thoughtfully executed, portfolio withdrawals need not capsize a retirement portfolio. Processing ...

Retirement anxiety is not irrational in a world of volatile markets, rising healthcare costs, and shifting tax rules. The way ...

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 ...