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

If you are a retired Baby Boomer, or a Baby Boomer who has done any retirement planning at all, you are almost certainly ...

Recent research reveals retirees withdraw just 2.1% of their savings annually—about half the amount experts recommend. Here's what the data shows.

Before you get your mind set on aiming for a $1 million nest egg, you may want to think about whether that'll really be enough money for you.

The No. 1 financial goal for most Americans is to stop working. Once they retire, their primary goal becomes not running out of money.

For years, financial experts have stood by the 4% rule for managing retirement plan withdrawals. If that's not enough income for you, you may be able to go higher. You'll need the right mix of ...

Retirees can't handle inflation the same as people still working. Here are ways to plan for, and get ahead of, inflation ...

From Gen Z to Boomers, a new look at workplace retirement plans reveals wide differences in how people contribute—and how much impact even a small change can make.

Even with its foundational role in retirement planning, one critical concept often baffles participants and employers alike: the income replacement rate. This term, crucial for establishing realistic ...

A number of seemingly insignificant details can sabotage an otherwise successful retirement financial plan. That’s the lesson I draw from a detailed analysis of Bill Bengen’s new book, A Richer ...

For more than a decade, retirees lived in what felt like the financial version of a low-tide beach — beautiful, calm and absolutely no waves. Interest rates were stuck near zero. Bonds barely paid ...

Retirees face tough choices about their emergency funds as economic uncertainty impacts traditional planning.