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

When it comes to spending in retirement, financial advisers and investment experts have long clung to the golden 4% rule as ...

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 ...

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

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 ...

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

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 ...

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.

Most retirees want to spend as much as they can without having to worry about running out of money. Morningstar’s State of Retirement Income research analyzes retirement spending strategies to ...

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 ...

For example, Texas doesn't have a state income tax, but its property taxes rank sixth-highest in the U.S. Tennessee doesn't ...