The old "safe" withdrawal rate is either too risky or too conservative. It is time to embrace a strategy that breathes with ...

The “right” safe starting withdrawal rate is a moving target, depending on equity valuations, bond yields, prospects for inflation, and a retiree’s own life expectancy and asset allocation, among ...

For retirees who want to squeeze more from their portfolios, especially in early years, a dynamic retirement withdrawal strategy that varies cash flows based on portfolio performance may work better ...

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

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Most retirees are familiar with fixed withdrawal rate ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. How much should you withdraw from your retirement savings in ...

In our recent annual study on safe withdrawal rates, my colleagues Christine Benz, John Rekenthaler, and I found that retirees who want to maintain a consistent spending amount adjusted for inflation ...

This article draws heavily on Bill Bengen’s new groundbreaking safe withdrawal rate research and references his latest updates. Bill was kind enough to review the article and his insights are included ...

Between exploding housing, car, and utilities prices, finding a way to just get by in your everyday life can be more difficult than ever. Adding the need to save and plan for retirement on top of all ...

A popular rule in retirement planning isn't reliable, a new paper indicates — and even the rule's originator says it's oversimplified. Processing Content The 4% rule says that if a retiree withdraws 4 ...