If you’re approaching or already in retirement, knowing your safe withdrawal rate is key to making your money last. This is the percentage you can take out of your retirement savings each year without ...

The “right” safe starting withdrawal rate is a moving target, depending on equity valuations, bond yields, prospects for inflation, and a retiree’s own life expectancy and asset allocation, among ...

A $1.5 million nest egg sounds like financial security, and for many retirees, it is. But whether that sum delivers the ...

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

Thanks to higher equity valuations and lower bond yields, capital markets assumptions for the major asset classes have come down a little bit, so the safe withdrawal is lower this year. In our base ...

I'm working hard to build retirement savings for a few reasons. First, I'm well aware that Social Security might have to cut benefits in about a decade's time. Secondly, I know that even if Social ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. Saving enough money is half the battle for a comfortable ...

Safe Withdrawal Rates for retirees can vary depending on age, lifestyle, tax bracket, inflation, and other factors. Market volatility can cause some to panic sell and others to adjust spending to try ...