There's no question that RMDs can be a huge pain in retirement. But with the right strategy, you can ease that burden by ...

The 4% withdrawal rule is pretty popular among retirees, but you can get away with a 5.5% withdrawal rate with this strategy ...

In our recent annual study on safe withdrawal rates, my colleagues Tao Guo, Jason Kephart, Christine Benz, and I looked into a variety of strategies that retirees can use to manage portfolio ...

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

Morningstar’s State of Retirement Income report can help you prepare for retirement by illustrating the role nonportfolio income, like Social Security and annuity payments, can play and comparing ...

From tax-law shifts to Social Security and ERISA changes, many retirement variables lie out of advisors' hands. But that doesn't deter financial advisors from working year after year to fine-tune the ...

The 4% rule assumes a 30-year retirement horizon with a balanced stock-bond portfolio. Ramsey’s 8% rule requires a stock-heavy portfolio to generate sufficient returns. Both strategies demand ...

For decades, fixed withdrawal strategies like the 4% rule have served as a cornerstone of retirement planning, offering a simple, linear roadmap for decumulation. New research from J.P. Morgan ...

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 ...