Numerous factors can affect a couple's retirement plan, so early communication is key. Consider these tips about what to ...

Fact checked by Vikki Velasquez It’s estimated that you’ll need at least 75% of your pre-retirement income to enjoy your golden years after you stop working. That can be a daunting challenge when you ...

Planning for retirement can feel overwhelming. It's tricky to estimate how much you'll spend and how much income you'll need to cover those expenses. There are always curveballs in ...

Retirement calculators can help you estimate the income you’ll have in your later years. You can use a retirement calculator to help you set savings goals and decide on your retirement age. Some ...

If you pay at least 90% of the current year tax liability, you will not be subject to underpayment penalties. It can be tough to estimate what your current year tax liability will end up being, so ...

Common sources of retirement income that are taxable include: Distributions from traditional 401(k) and IRA accounts; Investment income; A portion of your Social Security benefits (in some situations) ...

Our estimates are based on information you provide about your filing status, income, retirement contributions, tax withholding, deductions, and dependents. Importance of estimating your taxes ...

Morningstar’s Retirement Income Research: ... Our inaugural research concluded that 3.3% was a more realistic estimate of a safe starting withdrawal rate in 2021—assuming a balanced ...