Another alternative to the 4% rule is the dynamic spending plan. Instead of simply assuming you will spend 4% of your assets ...

Learn how to fund your retirement cash bucket using appreciated assets, savings, and tax strategies before leaving the workforce. While most retirement portfolios include allocations to stocks and ...

Many retirees are unprepared for the switch from saving to spending. Here’s how to turn your retirement savings into steady, ...

For decades, the 4% rule was considered a simple benchmark for retirement withdrawals. Developed in the 1990s by financial ...

Retirees, planners, and advisors alike have all used the 4% rule for decades now. Since its discovery in the 1990s, the 4% rule is very straightforward: You withdraw 4% of your savings in the initial ...

The three bucket strategy is a popular retirement method that involves saving for short-, medium and long-term goals. For ...

Popular retirement withdrawal strategies like the 4% rule assume a steady rate of spending for retirees. But new research from J.P. Morgan shows that premise is often disconnected from reality.

Life is full of milestones—and fortunately, for scheduling purposes, those milestones don't all happen at the exact same time. Think about the various savings goals you might have had across your life ...

For those seeking to invest toward their Golden Years, exchange traded fund products provide low-cost, diversified exposure to broad asset classes, allowing investors to remain hands-off and spend ...

Whether retirement is just around the corner or a distant milestone, a solid income plan can help you maintain independence, security, and the all-important peace of mind. Planning for retirement is ...