Paul Katzeff is an award-winning journalist who has written four books about how to grow your 401(k) retirement nest egg and one about internet investing. He has worked as a senior reporter/writer at ...

An SWP calculator may help when combined with broader planning. Use it to test withdrawal sizes and frequencies that match your lifestyle needs. If you find the corpus may not last if required, you ...

Learn how an SWP calculator helps estimate sustainable withdrawals, plan cash flows, and manage investments effectively for ...

See our CD penalty calculator and a list of banks’ penalties to find out what an early withdrawal costs. Many, or all, of the products featured on this page are from our advertising partners who ...

You’ve hit the million-dollar mark in your retirement savings. Congratulations! But now comes the tricky part: figuring out how much you can safely withdraw each year without running out of money. For ...

If you’re someone who is comfortable with more variability, you can arguably take more from your portfolio initially. If someone is legacy-minded, they definitely want to be thinking about a higher ...

The 4% rule for calculating portfolio withdrawals has been a tool advisors use to help clients plan for retirement since its inception in the 1990s. In that time, it's become perhaps the most ...

Recent retirees haven’t had an easy time of it lately. When stock and bond prices both plummeted in 2022, many retirees saw big dents in their portfolio values; a typical portfolio made up of 50% ...