If your withdrawals exceed portfolio growth or you’re creeping into a higher tax bracket, it may be time to make a change.
The No. 1 financial goal for most Americans is to stop working. Once they retire, their primary goal becomes not running out of money.
If you have a retirement portfolio that's 70% stocks and 30% bonds, you may be able to sustain a 5% withdrawal rate without ...
People save so they can have smooth retirements, and this may be the year more of them start withdrawing from their nest eggs ...
The classic 4% rule for retirement withdrawals was built for a bygone era. Learn why it's less reliable today and how to build a flexible spending plan that fits your life.
The difference between planning for 20 versus 30 years of retirement isn’t just an extra decade, it fundamentally reshapes ...
For decades, retirement planning has assumed inflation would average around 2-2.5% annually, and financial planners built ...
Next week’s argument in M&K Employee Solutions v. Trustees of the IAM National Pension Fund presents a technical question of ...
As employers push for a hard year-end cutoff in withdrawal liability calculations, court justices questioned why actuarial ...
A federal appeals court ruled employers cannot impose minimum work thresholds when determining which employees qualify for a ...