How much tax you owe on an individual retirement account (IRA) withdrawal depends on your age, the type of IRA, and other ...

Making your savings last is essential in retirement. Use our savings withdrawal calculator to see how far you can stretch your nest egg.

Deciding how much to withdraw from your retirement accounts means finding a balance between enjoying life and making your money last. Taking too little leaves you with unused savings, while taking too ...

Some people will spend decades saving and investing for retirement, only to discover that they missed a step along the way. That commonly "missed" step? Devising their plan for decumulation − in other ...

Question: I’m preparing for retirement and trying to figure out where I should go for money to meet my income needs. I understand that it’s important to start by withdrawing from some accounts and ...

One of the most common and emotionally loaded questions retirees ask is how long will my money last in retirement. It’s a ...

Are you feeling overwhelmed by Roth IRA vs Traditional IRA tradeoffs? Then add terms like Deductible, Non-Deductible, MAGI, RMDs, phaseouts—it can feel like you need a tax degree just to choose an ...

In our recent annual study on safe withdrawal rates, my colleagues Tao Guo, Jason Kephart, Christine Benz, and I looked into a variety of strategies that retirees can use to manage portfolio ...

After determining what your ‘mandatory’ income will be, you need a plan to determine the most tax-efficient way to access ...

Learn the early retirement withdrawal rules that allow you to access retirement funds before age 59½ without penalties, including the Rule of 72(t) and the Rule of 55, and how to use them wisely.