The tweak to the legendary “4% Rule” is slightly above last year, thanks to improved capital markets assumptions.

Dave Ramsey has publicly argued – in interviews and on his radio program – that retirees can safely withdraw 8% annually from ...

The old "safe" withdrawal rate is either too risky or too conservative. It is time to embrace a strategy that breathes with the market.

Recent research shows that married retirees withdraw about 2.1% of their savings annually, while spending 80% of their guaranteed income, like Social Security. Morningstar's latest analysis suggests ...

Bill Bengen, a financial planner, forged an industry standard in 1994 for thinking about 'safe' withdrawal rates for investment portfolios during retirement. Although no one can reliably predict the ...

In this podcast, Motley Fool retirement expert Robert Brokamp discusses the pros, cons, and trade-offs of various retirement-account withdrawal strategies with Christine Benz, director of personal ...

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 ...

Margaret Giles: Hi, I’m Margaret Giles from Morningstar. Morningstar’s annual safe withdrawal rate research suggests that new retirees consider a 3.9% starting withdrawal if they’re looking for the ...

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 ...