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

Many experts consider the 4% rule for retirement account withdrawals to be outdated. Let's discuss the new recommendation and ...

Decumulation is the period in which you spend the money you've worked so hard to accumulate. If you're still working and tucking money into a retirement plan, you're in the "accumulation" phase. Once ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

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

Two-thirds of financial advisors are changing their retirement investment advice for clients due to a volatile market and ...

Popular retirement withdrawal strategies like the 4% rule assume a steady rate of spending for retirees. But new research from J.P. Morgan shows that premise is often disconnected from reality.

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 ...

One of the more underrated retirement strategies you can consider today is the Health Savings Account. Essentially, a tax-advantaged savings account that can help you pay for medical expenses like ...

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 ...

Building a retirement corpus is a major financial milestone. After years of disciplined investing through SIPs and long-term ...

Reaching 72 with $900,000 in tax-deferred retirement accounts means navigating required minimum distributions (RMDs) while ...