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

Considering withdrawing from your retirement account to pay debt? Learn how this common mistake can impact your future and ...

How you make retirement withdrawals will affect your tax brackets. This can be a fairly complicated issue. Depending on which ...

For a 65-year-old staring at a lifetime of paychecks replaced by portfolio statements, the central question is not just "Did ...

Bengen's original 4% rule, published in 1994, suggested retirees could withdraw 4% of their portfolio in the first year and ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

To be clear, you probably don't want to keep all your retirement savings in a taxable account, because that means losing out ...

When times are tough and household budgets are under severe strain, taking cash out of your 401(k) plan can provide some relief. However, it’s best to be cautious, as there are specific rules related ...

EPFO’s streamlined withdrawal rules have made access easier, but timing, tax treatment and long-term impact still matter more ...

Retiring at 55 sounds like a dream come true with no more alarm clocks, no more meetings, just the freedom to do what you ...