For more than a decade, retirees lived in what felt like the financial version of a low-tide beach — beautiful, calm and ...

DC asset managers weigh in on what the Federal Reserve’s widely expected interest rate cut regime may portend for retirement plan investing. The Federal Reserve’s interest rate cut finally came ...

Discover this money expert's factors that reveal when your retirement savings are enough -- and how to know the right time to ...

Investment researchers have been playing around with the 4% rule, looking for ways that retirees can safely spend more on ...

I recently attended a retirement seminar at a local community college where the instructor talked about potentially higher tax rates in retirement due to the new RMD age. I have been under the ...

Financial advice professionals have used the 4% rule as a benchmark for advising their clients in scheduling their retirement ...

On the other hand, if you have a chronic illness and don’t expect to live into your 90s, you could consider a higher rate.

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

From Gen Z to Boomers, a new look at workplace retirement plans reveals wide differences in how people contribute—and how ...

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 ...

Retirement accounts clawed back much of what was lost while highlighting how deeply policy shifts can hit workers’ savings.

How do you envision retirement? Will it be a time of freedom, relaxation, and pursuing passions? Whatever your goals may be, ensuring a comfortable and secure lifestyle during your golden years ...