Here's how to reduce your tax bill when you withdraw money in retirement.

The “4% rule” has long guided retirement spending — but even its creator now says it falls short. A new strategy from Stefan Sharkansky, Ph.D. and founder of The Best Third, offered a safer, more ...

Spending for the average retiree gradually declines by more than 30% between ages 60 and 85, according to a new J.P. Morgan report. Retirement spending is dynamic, with 60% of new retirees seeing ...

A Reddit user is wondering if a $2.5 million nest egg can produce $100K in income. He’s concerned about taxes but also needs to pay attention to his withdrawal rate. If he wants to avoid worrying ...

If you’re trying to strategically plan your retirement, you might have heard of the “Spending Smile analogy. What it breaks down to is that spending will usually decrease at the beginning of ...

A $4 million nest egg generates $160,000 annually using the 4% withdrawal rule. Healthcare, taxes, and long-term care costs remain major variables that can significantly impact retirement spending.

Most retirees want to spend as much as they can without having to worry about running out of money. Morningstar’s State of Retirement Income research analyzes retirement spending strategies to ...

In 2023, the average retiree age 65 or older spent just over $5,000 per month. The largest portion of that went toward housing. See how your spending compares.

Most people picture retirement as a simpler, cheaper phase of life: no commute, fewer work clothes, maybe less eating out. But the numbers tell a different story. According to Nationwide's Retirement ...

Data from the Fed shows how common retirement savings are among older Americans and the average amounts they report.