To determine the best retirement planning apps and tools, we evaluated platforms based on their ability to help users track progress toward retirement, model long-term income strategies, or increase ...

One way to mitigate this issue is to keep some portion of your portfolio in cash or short-term bonds to meet short-term needs ...

A poorly constructed or complacent withdrawal strategy can end up costing you hundreds of thousands of dollars over the ...

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 ...

If you’ve ever tried to plan for retirement and ended up buried beneath numbers, tax rules, and endless “what-if” scenarios, ...

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 ...

Is your retirement corpus enough to last a lifetime? Understand inflation risk, market volatility, and smart withdrawal strategies for secure retirement planning.

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

For many savers, hitting $1 million in a retirement account feels like crossing a finish line. In reality, it is the starting ...

Planning how and when to withdraw money from your retirement accounts can have a big impact on how much of your savings you actually get to keep. This is especially true with 457(b) plans, which are ...

Learn how to fund your retirement cash bucket using appreciated assets, savings, and tax strategies before leaving the workforce. While most retirement portfolios include allocations to stocks and ...