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

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

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

Sheryl Rowling of Morningstar The greatest financial danger in retirement isn’t always the stock market. It’s the constant, ...

The difference between planning for 20 versus 30 years of retirement isn’t just an extra decade, it fundamentally reshapes ...

When Social Security covers only half your retirement spending, the other half must come from somewhere. How you manage that ...

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

A 4% withdrawal rate is a common rule of thumb when planning for retirement. But what does that mean? And more importantly, is it right for you? This blog post... A 4% withdrawal rate is a common rule ...

At 68, Tom Martinez faces a common retirement puzzle. His $1.8 million portfolio splits into a $1.2 million IRA and a $600,000 taxable brokerage account. He needs $85,000 annually and receives $32,000 ...