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

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

On the other hand, if you have a chronic illness and don’t expect to live into your 90s, you could consider a higher rate.

Retiring at 55 sounds like a dream come true with no more alarm clocks, no more meetings, just the freedom to do what you want while you’re still young enough to actually do it. The question that ...

According to a 2025 Vanguard report, only the top 30% of income-earning baby boomers are ready for retirement (1). Vanguard ...

Constantly adjusting portfolios based on market headlines can hurt retirees. A consistent, long-term strategy is the key to a ...

Many Americans retire early but delay Social Security to boost lifetime benefits. Waiting until 70 can increase monthly checks by up to 24%. Early retirees can lower taxes with Roth IRA conversions.

Nearly one in five U.S. adults say they want to retire before the age of 55, according to the data analytics company YouGov. ...

Reaching 72 with $900,000 in tax-deferred retirement accounts means navigating required minimum distributions (RMDs) while ...

ChatGPT can help you learn financial concepts, but it lacks critical thinking. So you should take its retirement advice to a human financial advisor, rather than relying on it alone.

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

Morningstar’s State of Retirement Income report can help you prepare for retirement by illustrating the role nonportfolio income, like Social Security and annuity payments, can play and comparing ...