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 are a retired Baby Boomer, or a Baby Boomer who has done any retirement planning at all, you are almost certainly ...

While general savings wisdom is that you should save as much as you can for retirement, there are actually situations where ...

People save so they can have smooth retirements, and this may be the year more of them start withdrawing from their nest eggs ...

You spend your entire career saving for retirement. Unfortunately, once the time for retirement comes, many people who have diligently saved end up making a major mistake with the money they've put ...

Growing anxiety over the future of Social Security is driving more Americans to claim benefits earlier than planned. Processing Content Forty-four percent of non-retirees intend to file for benefits ...

Conventional wisdom has long held that retirees should plan on spending 4% of their savings in the first year of retirement and then spending that same amount, adjusted for inflation, every year after ...

Tapping into your retirement savings early may seem like a risky idea, but there are many reasons why you may have to take money from your 401(k) before retirement. These accounts are meant to support ...

Your personal retirement number depends on your lifestyle goals, investment risk and desired retirement age, among other key factors ...

Three million dollars sounds like the kind of money that lets you spend retirement sitting on the dock of your own boat, sipping mai tais (or coffee, if that’s more of your thing). But a $3 million ...

In terms of tax, when you reach your NMPA you will be able to access up to a quarter of your pot tax-free, up to a maximum of ...