Recent research supports moving away from rigid withdrawal rates. Morningstar’s December 2025 analysis recommends a 3.9% starting safe withdrawal rate for new retirees with a 30-year horizon—not 4%.
After determining what your ‘mandatory’ income will be, you need a plan to determine the most tax-efficient way to access ...
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The 4% rule is dead: Retirement pioneer reveals what you should withdraw instead
After 30 years, financial planner William Bengen has revised his widely-used 4% retirement rule to 4.7%, citing more sophisticated research and changing retirement timelines.
Porrentruy, Switzerland - Swiss Serenity is publishing today a detailed guide on second pillar (BVG/LPP) withdrawal for Swiss ...
Market swings have added pressure with about half of recent retirees noting that volatility has prompted them to make changes ...
It's not a complicated strategy, but you may need to plan ahead.
Does it make good financial sense to raid your retirement for a home purchase?
Choosing a retirement date feels like the finish line after decades of work, as you have saved diligently, watched your balance grow, and you are now ready to reclaim time in your life. However, you ...
A 401(k) can really boost your retirement savings. According to a new study, people who save for retirement with a 401(k) ...
With the new year now underway, it’s time to get started investing in your IRA if you haven’t already. Traditional and Roth ...
A viral post about a former retiree seeking work as an e-hailing driver has raised concerns over how easily retirement ...
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