Your actual “safe” withdrawal rate depends on many factors, of course, including market valuations and performance. In Bengen ...

You might find yourself adjusting your retirement savings strategy before 2025 ends, especially if you're worried you don't ...

What is the Safe Withdrawal Rate (SWR)? Using the safe withdrawal rate (SWR) method, retirees can estimate how much they can withdraw from their retirement assets each year.

Andrew Biggs, a senior fellow at the American Enterprise Institute, contends that fears of a retirement crisis might be overblown.

There are many free and paid digital tools available to help you track retirement savings and budget for the future.

I recently attended a retirement seminar at a local community college where the instructor talked about potentially higher tax rates in retirement due to the new RMD age. I have been under the ...

How will the Fed's rate cuts affect your retirement savings strategy? The Fed's actions might impact your day-to-day finances, but they shouldn't affect your long-term plans.

If you're 10 years away from retirement, you still can save like a pro by focusing on planning and choosing income-producing ...

Client Service September 19, 2024 Rate Cuts and Retirement Saving DC asset managers weigh in on what the Federal Reserve’s widely expected interest rate cut regime may portend for retirement plan ...

According to Fidelity Investments®’ latest Q1 2025 retirement analysis, average 401(k), 403(b), and IRA balances ended the quarter slightly lower, primarily as a result of market swings ...

While Social Security is an essential source of income for many retirees, future beneficiaries may receive smaller benefits ...