Retirees are being told to rethink one of the most popular rules in personal finance: the idea that you can safely pull 4% of your portfolio each year and be fine. Market valuations, inflation swings, ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

Vanguard data shows more Americans are withdrawing retirement savings early in 2024. Both hardship and nonhardship distributions are rising. Financial pros suggest building savings buffers and ...

Discover the advantages of staggering retirement with your spouse. Boost your financial security, maximize benefits, and ...

By Suzean Haumann * Will 2026 be the year you retire? Or is it the year you finally take your retirement planning seriously?