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 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 ...

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 ...

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.

There are definite pros and cons to taking a 401(k) withdrawal for this.

The answer is far from simple.

Donald Trump's housing proposal would let Americans tap 401(k) retirement savings for home down payments, but that easy ...

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

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

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