Quick Read The 4% rule assumes a 30-year retirement horizon with a balanced stock-bond portfolio. Ramsey’s 8% rule requires a ...

Making your first retirement account withdrawal is a milestone — one that requires planning, timing and strategy. The right ...

Morningstar suggested earlier this year that retirees can safely withdraw 3.7% from their nest egg in 2025 instead of ...

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

That’s because of the required minimum distribution (RMD) law. Once you reach a certain age, you’re required to withdraw a ...

It's the 4% rule on steroids. Here's what it is and why it may work for you.

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 ...

Make sure to set yourself up for success.

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Retirement can feel like stepping off a cliff: years of saving, planning, and ...

Learn how to fund your retirement cash bucket using appreciated assets, savings, and tax strategies before leaving the workforce. While most retirement portfolios include allocations to stocks and ...

While inflation has cooled compared to recent highs, there have been upticks in the inflation rate over the last few months, and, as a result, the cost of living remains elevated. That's making it ...

Steer clear of these blunders so your nest egg works for you.