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

Bill Bengen, the retirement researcher who created the well-known 4% rule, has a message for early retirees: you might be ...

Many experts consider the 4% rule for retirement account withdrawals to be outdated.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

If you have a roughly equal split of stocks and bonds, you may be safe to follow the 4% rule, which has you withdrawing 4% of your nest egg your first year of retirement and adjusting subsequent ...

The creator of the 30-year-old rule has bumped up his recommendation after a new analysis. Rangely García for Money William Bengen’s popular retirement withdrawal rate just got a raise — it’s now 4.7% ...

The 4% rule has you withdrawing 4% of your savings your first year of retirement, with future withdrawals adjusted for inflation. For the rule to work, certain factors need to be present. Research ...

For years, financial advisors have drilled the so-called "safe withdrawal rate" into the heads of retirement planners. The rule of thumb? Live on 4% of your nest egg per year, and your money should ...

Retiring at 55 sounds like a dream come true with no more alarm clocks, no more meetings, just the freedom to do what you want while you’re still young enough to actually do it. The question that ...

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

The IRS has released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth ...

Dear Quentin, I see a lot of articles on retirement planning that talk about planning for a lower percentage of your current ...

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