Many retirees are unprepared for the switch from saving to spending. Here’s how to turn your retirement savings into steady, ...

Retirees are being told to rethink one of the most popular rules in personal finance: the idea that you can safely pull 4% of your portfolio each year and be fine. Market valuations, inflation swings, ...

Retiring Americans are quietly rewriting one of personal finance's most famous rules, trading the simplicity of a fixed 4 percent withdrawal for a more flexible "bucket" system that separates cash, ...

It's important to develop a road map for your retirement drawdown years to help navigate the long ride down the mountain. Having a comprehensive plan with an eye on tax efficiency and a ...

As someone is planning for retirement or starting to think of doing so, you have a number of different financial strategies, and a good financial planner will walk you through them all. However, many ...

Withdrawal strategies in retirement can feel tricky because no one wants to outlive their savings. There are enough withdrawal strategies to provide something for everyone. You don't have to stick ...

It’s a good problem to have: too much money saved for retirement and additional funds to leave to your heirs. Will you be one of the many who never spend it all?

As plan participants in their 50s and 60s contemplate retirement in earnest and take advantage of Roth catch-up contributions and other tactics, industry experts say plan advisers and sponsors should ...

Long regarded as leading the world in the design of defined-contribution accumulation schemes, Australia is a laggard when it ...