The ideal withdrawal rate for the moderate fund, American Funds Retirement Income Portfolio – Moderate ( FBFWX, 0.65%, 3.0%), ...

Social Security won’t be enough for many to get through retirement — yet many Americans are relying heavily (or solely) on it ...

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

A well-planned retirement portfolio should ideally be built around several different income buckets. When combined, those sources aim to produce a sustainable withdrawal rate that supports ongoing ...

If you're not saving and investing for retirement while following a solid retirement plan, you probably should be. Simply ...

High yield can simplify early retirement, reducing portfolio rebalancing needs to be compared with traditional total-return ...

Looking for consistent income in retirement beyond Social Security? Need more frequent payouts than the quarterly dividends ...

We’ve been talking about how to build a do-it-yourself retirement plan — one that doesn’t take a finance degree or endless screen time to manage. So far, the plan has been simple: most of your ...

The Fidelity Freedom Income Fund has been chided by some financial analysts for being too risk averse, but manager Jonathon Shelon says the fund’s demographic—investors who are 10 to 15 years into ...

Mutual fund ownership among US households has grown steadily over the past two decades, with middle-income families accounting for much of the increase, according to new research from the Investment ...