You can forget the 4% rule — this strategy can set you up for life.

This article draws heavily on Bill Bengen’s new groundbreaking safe withdrawal rate research and references his latest updates. Bill was kind enough to review the article and his insights are included ...

In this podcast, Motley Fool retirement expert Robert Brokamp discusses the pros, cons, and trade-offs of various retirement-account withdrawal strategies with Christine Benz, director of personal ...

Morningstar research suggests that clients retiring in 2026 could start with a withdrawal rate of 3.9% and, adjusting for inflation, continue through a 30-year retirement without running out of money.

The 4% rule has you withdrawing 4% of your savings your first year of retirement, with future withdrawals adjusted for inflation. For the rule to work, certain factors need to be present. Research ...

For many retirees, spending more at the beginning of retirement is a top priority. And after spending decades working and saving, retirement can be the perfect time to enjoy the fruits of your labor.

Margaret Giles: Hi, I’m Margaret Giles from Morningstar. Morningstar’s annual safe withdrawal rate research suggests that new retirees consider a 3.9% starting withdrawal if they’re looking for the ...