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

Explore the Safe Withdrawal Rate, including its definition, factors, and alternatives. Discover the role of financial ...

On the other hand, if you have a chronic illness and don’t expect to live into your 90s, you could consider a higher rate.

If you are actively spending from your portfolio and that portfolio has losses, that leaves less in place in the portfolio to recover and rebound when the market eventually does. Your plan will be ...

Millions of investors are making a critical mistake that could leave their finances vulnerable That error? Clinging to so-called “rules of thumb” that sound useful.

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 ...

Even with its foundational role in retirement planning, one critical concept often baffles participants and employers alike: the income replacement rate. This term, crucial for establishing realistic ...

From CES to retail shelves, technology to extend longevity and healthspan is becoming a new run-rate cost of living and ...

For more than a decade, retirees lived in what felt like the financial version of a low-tide beach — beautiful, calm and absolutely no waves. Interest rates were stuck near zero. Bonds barely paid ...

Rising interest rates have become a hot topic, and for good reason. They influence everything from mortgage rates to credit cards — but they also have a significant impact on retirement savings. As we ...

Naturally, this quarter’s retirement analysis shines a spotlight on how Fidelity’s retirement savers fared during the market volatility of the first quarter. The good news: despite the market swings, ...