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

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

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

The company’s Income Solver software is intended to coordinate clients’ withdrawals from investment assets, Social Security, ...

When it comes to making your retirement savings last, there are two fundamentally different approaches you can take. The ...

Withdrawal strategies in retirement can feel tricky because no one wants to outlive their savings. There are enough withdrawal strategies to provide something for everyone. You don't have to stick ...

Morningstar’s State of Retirement Income report can help you prepare for retirement by illustrating the role nonportfolio income, like Social Security and annuity payments, can play and comparing ...

For decades, the 4% rule was considered a simple benchmark for retirement withdrawals. Developed in the 1990s by financial ...

Some people will spend decades saving and investing for retirement, only to discover that they missed a step along the way. That commonly "missed" step? Devising their plan for decumulation − in other ...

From tax-law shifts to Social Security and ERISA changes, many retirement variables lie out of advisors' hands. But that doesn't deter financial advisors from working year after year to fine-tune the ...

Quick Read A $1.2M portfolio combined with Social Security generates $85,300 annually using Vanguard Total Bond Market ETF ...