It’s easy to get sucked into focusing on a “magic number.” ...

The 4% Rule is arguably the most famous strategy for making sure your retirement income lasts long. Developed in the 1990s, it offers an evidence-based answer to most retirees’ question: “How much can ...

The taxes owed depend on your age, the type of account, and more ...

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

Are you on track to save enough for retirement? Use our calculator to check your progress, see how much retirement income you'll have and estimate how much more you should save. Many, or all, of the ...

The No. 1 financial goal for most Americans is to stop working. Once they retire, their primary goal becomes not running out of money.

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 ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. Saving enough money is half the battle for a comfortable ...

Here’s What Your Retirement Spending Rate Should Be in 2026 New research shows that flexible withdrawal strategies can help you spend more in retirement. Christine Benz and Margaret Giles Dec 5, 2025 ...

This article discusses what you might expect your RMDs to be if you have $1 million inside your retirement accounts, and I'll do so across a range of ages and marriage scenarios. I'll also show you ...