When you have $2 million saved, you are in an enviable position given that the average 50-year-old has a $592,285 401(k) ...

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

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

The 4% rule has you withdrawing 4% of your savings your first year of retirement, with future withdrawals adjusted for inflation. For the rule to work, certain factors need to be present. Research ...

If you’re approaching or already in retirement, knowing your safe withdrawal rate is key to making your money last. This is the percentage you can take out of your retirement savings each year without ...

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 ...

Thanks to higher equity valuations and lower bond yields, capital markets assumptions for the major asset classes have come down a little bit, so the safe withdrawal is lower this year. In our base ...