Quick Read Morningstar revised the safe retirement withdrawal rate to 3.9% for 2026 from the traditional 4% rule. Retirees ...

Key Takeaways Morningstar’s new analysis suggests a 3.9% starting withdrawal rate gives retirees a high probability of not running out of money during a 30-year retirement.Delaying Social Security ...

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

The 4% popular annual withdrawal rule was first formed during a period when interest rates felt relatively stable, and bonds ...

Before you get your mind set on aiming for a $1 million nest egg, you may want to think about whether that'll really be enough money for you.

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 ...

For years, financial experts have stood by the 4% rule for managing retirement plan withdrawals. If that's not enough income for you, you may be able to go higher. You'll need the right mix of ...

The 4% rule has you withdrawing 4% of your savings your first year of retirement, with future withdrawals adjusted for inflation. For the rule to work, certain factors need to be present. Research ...

For most people, the 4% rule sounds simple enough in that if you retire with $1 million, you can withdraw $40,000 in year one and adjust for inflation annually, and if you do everything right, your ...

For decades, retirement planning has assumed inflation would average around 2-2.5% annually, and financial planners built ...

Learn how to reach $100K retirement income with tax planning, portfolio income (no payroll taxes), and smart ...