The taxes owed depend on your age, the type of account, and more ...
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 4% Rule is arguably the most famous strategy for making sure your retirement income lasts long. Developed in the 1990s, it offers an evidence-based answer to most retirees’ question: “How much can ...
Morningstar’s new analysis suggests retirees can start with one withdrawal rate and adjust for inflation, but taxes, fees, and portfolio mix still matter.
Are you on track to save enough for retirement? Use our calculator to check your progress, see how much retirement income you'll have and estimate how much more you should save. Many, or all, of the ...
Retirement anxiety is not irrational in a world of volatile markets, rising healthcare costs, and shifting tax rules. The way ...
Here’s What Your Retirement Spending Rate Should Be in 2026 New research shows that flexible withdrawal strategies can help you spend more in retirement. Christine Benz and Margaret Giles Dec 5, 2025 ...
The 4% rule assumes a 30-year retirement horizon with a balanced stock-bond portfolio. Ramsey’s 8% rule requires a stock-heavy portfolio to generate sufficient returns. Both strategies demand ...
This article discusses what you might expect your RMDs to be if you have $1 million inside your retirement accounts, and I'll ...
If you’re planning for retirement, it’s easy to get sucked into focusing on the “magic number” you think you’ll need to finally stop working and live comfortably. In fact, you could spend so much time ...