The time-honored — and sometimes controversial — 4% rule suggests that a retiree should be able to withdraw 4% of their savings and investments in their first year of retirement and then adjust the ...

Saving for retirement is only half the job. You also need a plan for withdrawing your funds—and lots of Americans don't have ...

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

Here is how much Americans have saved for retirement at different ages. Learn how you compare, whether you're saving enough, ...

Millennials on a fatFIRE track may have 8-figure nest eggs, but navigating taxes and penalties can still be daunting.

The IRS updated the 401(k) contribution limits for 2025 and now allows people between 60 and 63 to save an additional $15,000 ...

Financial experts don’t recommend taking out loans against retirement accounts such as the military’s Thrift Savings Plan ...

Only one of the portfolios in the federal government’s 401(k)-style retirement savings program lost value last month.

But ideally, you'll kick off your retirement with a larger nest egg than that. In fact, steadily funding a retirement plan and ... any taxable withdrawals from your retirement savings will cost ...

Here are a few ideas for keeping more of your retirement-account balance in your hands — and out of Uncle Sam’s. Pay now, not ...

If you are assuming the $45,000 from the IRA will be taxed at a higher rate in the future than the 24% rate you would pay in 2024, then what you are looking to do can be a good move. If that is your ...

Please check with your Tax Advisor.