How much do you have to spend to sustain your retirement income? This article tackles the basics of how the 4% Rule works and ...

A fixed-percentage withdrawal involves withdrawing a set percentage of your portfolio's value annually. However, the amount ...

W e are both in our mid-70s and retired. We’re collecting Social Security and pensions — meaning we can live comfortably. We ...

The 4% Rule has three flaws, said a statistician who has produced research on a way retirees can increase their spending.

Learn how and when withdrawals from your traditional IRA or Roth IRA and traditional 401(k) or Roth 401(k) can affect your ...

A new report reveals that over one-third of U.S. workers have borrowed from their retirement savings, prompting warnings from ...

You've worked hard to accumulate the resources you need to retire in style. A strong decumulation plan can ensure you never ...

While an HSA is most commonly thought of as a way to pay medical expenses as they occur, it's much more than that. In fact, ...

Twenties: While 77% of young middle-class adults report saving for retirement (via 401 (k)s or other means), median ...

You may not have to take a required minimum distribution (RMD) if you're under 73, or if the account meets certain criteria.

Most states offer at least one tax break to retirees but some exempt multiple forms of retirement income and eight states ...