You may be able to get more income out of your savings each year.

If your withdrawals exceed portfolio growth or you’re creeping into a higher tax bracket, it may be time to make a change.

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

The classic 4% rule for retirement withdrawals was built for a bygone era. Learn why it's less reliable today and how to build a flexible spending plan that fits your life.

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

There's a reason so many older Americans are afraid to tap their nest eggs once retirement rolls around. After working so ...

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 ...

For most people, the 4% rule sounds simple enough in that if you retire with $1 million, you can withdraw $40,000 in year one and adjust for inflation annually, and if you do everything right, your ...

For decades, retirement planning has assumed inflation would average around 2-2.5% annually, and financial planners built ...

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 ...

Ancient Stoic philosophy offers a surprisingly practical framework for navigating retirement’s emotional and financial challenges with calm clarity and intentionality. The insights that guided Marcus ...

Trump’s proposal to allow penalty-free 401(k) withdrawals for down payments could boost homebuying but risk undermining ...