A fixed-percentage withdrawal involves withdrawing a set percentage of your portfolio's value annually. However, the amount ...

Because everyone deals with a different set of circumstances, there's no single set of rules to tell you in which order to ...

This is why the traditional 4% rule might not work for early retirees. The rule also overlooks other important factors such ...

The years you spend saving and investing for retirement are called the "accumulation" years. Once you retire, you enter the ...

Social Security remains a critical foundation of retirement income for millions of Americans, yet it was never designed to ...

Retirees, planners, and advisors alike have all used the 4% rule for decades now. Since its discovery in the 1990s, the 4% rule is very straightforward: You withdraw 4% of your savings in the initial ...

This simple framework is reshaping how retirees plan their income, but is it right for you? Here's what to know.

I have always said that asset accumulation is easy but the true difficulty is in asset distribution. There is no single plan ...

Bengen's 4% rule has long been viewed as a starting point for mapping out an annual withdrawal plan that guards against retirees running out of money. But the rule has been questioned in recent years, ...

MEDFORD, Ore., June 26, 2025 (GLOBE NEWSWIRE) -- When should I start withdrawing from my retirement accounts? This is a critical question for individuals approaching retirement, and Jacob Thatcher of ...

Bill Bengen updates his Safe Withdrawal Rate to 4.7%. What it means for retirees and how long your portfolio can really last.

The IRS released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth conversion strategies.