Withdrawal strategies in retirement can feel tricky because no one wants to outlive their savings. There are enough withdrawal strategies to provide something for everyone. You don't have to stick ...
The company’s Income Solver software is intended to coordinate clients’ withdrawals from investment assets, Social Security, ...
There's a reason so many older Americans are afraid to tap their nest eggs once retirement rolls around. After working so ...
A Roth IRA conversion, sometimes referred to as a "backdoor Roth IRA," lets you transfer tax-deferred savings -- such as from ...
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Skip the 4% rule and use this smarter retirement draw plan
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, ...
Some people will spend decades saving and investing for retirement, only to discover that they missed a step along the way. That commonly "missed" step? Devising their plan for decumulation − in other ...
One of the more underrated retirement strategies you can consider today is the Health Savings Account. Essentially, a tax-advantaged savings account that can help you pay for medical expenses like ...
A 4% withdrawal rate is a common rule of thumb when planning for retirement. But what does that mean? And more importantly, is it right for you? This blog post... A 4% withdrawal rate is a common rule ...
Two-thirds of financial advisors are changing their retirement investment advice for clients due to a volatile market and ...
Before collecting your first Social Security benefit, ensure you have a decumulation plan in place. "Decumulation" refers to how you plan to spend your money in retirement. Part of designing a ...
Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Retirement can feel like stepping off a cliff: years of saving, planning, and ...
Discover the advantages of staggering retirement with your spouse. Boost your financial security, maximize benefits, and ...
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