One of the cornerstones of retirement planning is determining how much you can safely withdraw each year while maintaining a ...

Bengen wrote a new book, A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More, published in August, which posits a new 4.7% rule.

Discover how the IRS's Rule 72(t) lets you make penalty-free withdrawals from IRAs and other retirement accounts, including key calculations and examples.

The most talked-about retirement rule of thumb just got a serious update. Bill Bengen, the financial planner who popularized ...

Planning for a sustainable income from retirement investments can be complex. I've identified 10 primary variables, or "linchpins," which must be considered to develop a complete withdrawal plan. Of ...

If you're retiring soon, be very careful of these changes to Social Security that could cost you extra in taxes and fees.

Let's start with the obvious: How a person withdraws money from their retirement portfolio matters. If thoughtfully executed, portfolio withdrawals need not capsize a retirement portfolio. But that ...

Well, according to Hankwitz, most people overcomplicate what retirement actually means. “Retirement means your portfolio income is more than your essential spending. That is it. That is what ...

After decades of squirreling away money for retirement, there comes a time when retirees must start withdrawing money from their accounts. Drawing down 401(k), IRA and other assets earmarked for ...

TikTok star Austin Hankwitz has built quite a following by breaking down complicated financial concepts into easy-to-digest bite-sized videos. His latest viral content focuses on a surprisingly simple ...