If you have a retirement portfolio that's 70% stocks and 30% bonds, you may be able to sustain a 5% withdrawal rate without ...

Next week’s argument in M&K Employee Solutions v. Trustees of the IAM National Pension Fund presents a technical question of ...

How you make retirement withdrawals will affect your tax brackets. This can be a fairly complicated issue. Depending on which ...

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

A federal appeals court ruled employers cannot impose minimum work thresholds when determining which employees qualify for a ...

Popular retirement withdrawal strategies like the 4% rule assume a steady rate of spending for retirees. But new research from J.P. Morgan shows that premise is often disconnected from reality.

There are a handful of retirement accounts to choose from, with the most popular being a 401 (k). It's usually what comes to ...

Saving money is good for your financial future, but it's possible to put too much cash in your retirement account.

If you’re nearing retirement or thinking about it, the last thing you want to do is run into financial setbacks.

The reality is sobering: The average 401 (k) balance of a Gen Xer is about $190,000, while the average balance for Boomers ...

Discover 11 states that don't tax retirement income, including pensions, Social Security, and withdrawals, so retirees can ...