How you make retirement withdrawals will affect your tax brackets. This can be a fairly complicated issue. Depending on which ...

There are a handful of retirement accounts to choose from, with the most popular being a 401 (k). It's usually what comes to ...

Morningstar’s new analysis suggests retirees can start with one withdrawal rate and adjust for inflation, but taxes, fees, ...

To be clear, you probably don't want to keep all your retirement savings in a taxable account, because that means losing out ...

Recent research reveals retirees withdraw just 2.1% of their savings annually—about half the amount experts recommend. Here's ...

When times are tough and household budgets are under severe strain, taking cash out of your 401(k) plan can provide some relief. However, it’s best to be cautious, as there are specific rules related ...

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.

If you have a roughly equal split of stocks and bonds, you may be safe to follow the 4% rule, which has you withdrawing 4% of your nest egg your first year of retirement and adjusting subsequent ...

A retired couple living on $6,200 monthly ($74,400 annually) with average Social Security benefits of $2,071 each (totaling ...

Saving money is good for your financial future, but it's possible to put too much cash in your retirement account.

EPFO’s streamlined withdrawal rules have made access easier, but timing, tax treatment and long-term impact still matter more ...