Morningstar‘s new safe retirement withdrawal rate is 3.7% Estimate is based on forward-looking market return assumptions High stock valuations and lower bond yields influenced the reduction Goal is to ...

The tweak to the legendary “4% Rule” is slightly above last year, thanks to improved capital markets assumptions.

Retirement should feel like a reward for decades of hard work. Yet for many Americans, the dream of financial freedom ...

Retirement planning has undergone a serious upgrade recently. That famous 4% withdrawal rule everyone swears by? It's officially outdated. The new safe number is 4.7%, and it changes everything. The ...

In this podcast, Motley Fool retirement expert Robert Brokamp discusses the pros, cons, and trade-offs of various retirement-account withdrawal strategies with Christine Benz, director of personal ...

The Insured Retirement Institute is urging the Department of Labor to reconsider its proposal to withdraw a long-standing safe harbor regulation that guides the selection of annuity providers in ...

Margaret Giles: Hi, I’m Margaret Giles from Morningstar. Morningstar’s annual safe withdrawal rate research suggests that new retirees consider a 3.9% starting withdrawal if they’re looking for the ...

New retirees might enter a different environment than their predecessors—the economy or market might have changed slightly or dramatically. Morningstar researchers have investigated and identified ...