Key Takeaways Nearly half of retirees don't have a formal withdrawal strategy, a recent survey found.Not having a plan for ...

The economy and your own spending should drive what you take out of your retirement investments, new research says.

The money you withdraw is considered income and your tax rate will depend on your total taxable income for the year. You’ll ...

Higher stock valuations and lower yields from fixed income support the case for a more conservative approach, finds ...

The decision means that those people who tried to beat the feared budget change and took their lump sum out early have lost ...

Intelligently navigating the rules around 401-K withdrawals can mean a difference of thousands of dollars for retirees, ...

As you approach retirement, one of the most critical decisions you'll face is how to strategically withdraw from your hard-earned savings. It's not just about having enough money — it's about ...

The EPS allows employees to receive a pension after 10 years of service, with the amount calculated based on average salary ...

Most states offer at least one tax break to retirees but some exempt multiple forms of retirement income and eight states ...

But your 30s are ripe with possibility that makes this decade key in your retirement savings strategy. The best way to save ...

A recent case from the United States Court of Appeals for the Sixth Circuit, Local No. 499, Board of Trustees of Shopmen's Pension Plan v. Art ...