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% ...

The “right” safe starting withdrawal rate is a moving target, depending on equity valuations, bond yields, prospects for inflation, and a retiree’s own life expectancy and asset allocation, among ...

The old "safe" withdrawal rate is either too risky or too conservative. It is time to embrace a strategy that breathes with ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Most retirees are familiar with fixed withdrawal rate ...

For retirees who want to squeeze more from their portfolios, especially in early years, a dynamic retirement withdrawal strategy that varies cash flows based on portfolio performance may work better ...

A popular rule in retirement planning isn't reliable, a new paper indicates — and even the rule's originator says it's oversimplified. Processing Content The 4% rule says that if a retiree withdraws 4 ...