You might want to rethink everything you thought you knew about retirement withdrawals. The famous 4% rule, which has guided ...
The 4% rule is a common retirement withdrawal strategy. We'll discuss how it works, how it has changed, and its pros and cons ...
Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.
The IRS has released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth ...
Investment researchers have been playing around with the 4% rule, looking for ways that retirees can safely spend more on ...
One of the more underrated retirement strategies you can consider today is the Health Savings Account. Essentially, a ...
Withdrawal strategies in retirement can feel tricky because no one wants to outlive their savings. There are enough withdrawal strategies to provide something for everyone. You don't have to stick ...
Popular retirement withdrawal strategies like the 4% rule assume a steady rate of spending for retirees. But new research ...
Planning for lasting retirement income requires a thoughtful strategy, especially with factors like longevity, market volatility and evolving lifestyle needs in play. As retirement approaches, one of ...
On the other hand, if you have a chronic illness and don’t expect to live into your 90s, you could consider a higher rate.
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 ...
Trina Paul is a Breaking News and Personal Finance Writer at Investopedia, covering topics like retirement, consumer debt, and retail investing. She focuses on making complex financial topics ...