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

It’s easy to get sucked into focusing on a “magic number.” ...

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

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

The company’s Income Solver software is intended to coordinate clients’ withdrawals from investment assets, Social Security, Medicare premiums and other income sources.

It's not a given that it's the best withdrawal strategy for your situation.

If you have a retirement portfolio that's 70% stocks and 30% bonds, you may be able to sustain a 5% withdrawal rate without ...

The 4% rule is a popular retirement savings withdrawal strategy. It has you taking out 4% of your portfolio your first year of retirement and adjusting future withdrawals for inflation. While this ...

A married couple—ages 62 and 60—sits on $2 million in retirement savings, a paid-off $650,000 home, and guaranteed future income totaling $82,000 annually (Social Security at 67 plus a $24,000 pension ...

Ancient Stoic philosophy offers a surprisingly practical framework for navigating retirement’s emotional and financial challenges with calm clarity and intentionality. The insights that guided Marcus ...

A critical part of an overall financial plan, regardless of age, is having goals for how you will live and spend in the short and long term and managing the assets you have accumulated to fund those ...