A fixed-percentage withdrawal involves withdrawing a set percentage of your portfolio's value annually. However, the amount ...

W e are both in our mid-70s and retired. We’re collecting Social Security and pensions — meaning we can live comfortably. We ...

Everyone dreams of enjoying an early retirement - but how many of us can? Truth is, you're going to need some serious savings ...

Planning to retire on $150,000 a year? Here's the real math on how much you need saved, factoring in Social Security, taxes ...

You'd need about $2.5 million invested to generate $100,000 a year in retirement. Here's how the math and strategy breaks ...

This is why the traditional 4% rule might not work for early retirees. The rule also overlooks other important factors such ...

Understanding the 4 per cent rule can help retirees plan their finances for a secure and worry-free retirement.

Since Social Security isn't going to provide all you need, you'll want to set up some other income streams for your future ...

You may not have to take a required minimum distribution (RMD) if you're under 73, or if the account meets certain criteria.

I asked ChatGPT how to pay fewer taxes in retirement and got 10 straightforward tips, including Roth timing and QCDs. Here's ...