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

How you make retirement withdrawals will affect your tax brackets. This can be a fairly complicated issue. Depending on which ...

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

Reaching a financial goal through SIPs is an achievement, but how you withdraw and redeploy money determines whether that ...

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

Considering withdrawing from your retirement account to pay debt? Learn how this common mistake can impact your future and ...

Next week’s argument in M&K Employee Solutions v. Trustees of the IAM National Pension Fund presents a technical question of ...

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 ...

There are a handful of retirement accounts to choose from, with the most popular being a 401 (k). It's usually what comes to ...

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 ...

Saving money is good for your financial future, but it's possible to put too much cash in your retirement account.

Discover 11 states that don't tax retirement income, including pensions, Social Security, and withdrawals, so retirees can ...