Using annuities alongside the 4% rule can increase retirement income by as much as 23%.

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

Key Takeaways Benchmarking your contribution rate against others your age can help you see whether your current savings habits are on track.A J.P. Morgan report shows Gen Z workers contribute about 3.

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

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

Many workers fall short on their 401(k) savings—see how the average contribution compares to expert recommendations and what ...

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

This article draws heavily on Bill Bengen’s new groundbreaking safe withdrawal rate research and references his latest updates. Bill was kind enough to review the article and his insights are included ...

For years, financial experts have stood by the 4% rule for managing retirement plan withdrawals. If that's not enough income for you, you may be able to go higher. You'll need the right mix of ...

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 ...

Before you start socking away money for retirement, you'll need to pick an account type. But choose wisely -- because it'll shape your tax bill today and potentially decades from now.

Retirees face tough choices about their emergency funds as economic uncertainty impacts traditional planning.