Your 401 (k) is one of the best places you can stash retirement savings, but it comes with a trade-off: You agree not to ...

Index funds have basically become the default recommendation for retirement investing, and for good reason, as low fees, broad diversification, and decades of data showing they outperform most ...

The IRS has released new guidance on retirement plan distributions, clarifying early withdrawal exceptions and required ...

If you choose early retirement, you have a long money-management journey ahead of you. By choosing the right withdrawal strategy, you can absorb shocks and bumps in the road. The well-worn 4% rule ...

The No. 1 financial goal for most Americans is to stop working. Once they retire, their primary goal becomes not running out of money.

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

Forbes contributors publish independent expert analyses and insights. Host of the Retire Sooner podcast and CFP™ practitioner. Many investors gain penalty-free access to retirement accounts at age 59½ ...

A married couple—ages 62 and 60—sits on $2 million in retirement savings, a paid-off $650,000 home, and guaranteed future income totaling $82,000 annually (Social Security at 67 plus a $24,000 pension ...

Withdrawal strategies in retirement can feel tricky because no one wants to outlive their savings. There are enough withdrawal strategies to provide something for everyone. You don't have to stick ...

The classic 4% rule for retirement withdrawals was built for a bygone era. Learn why it's less reliable today and how to build a flexible spending plan that fits your life.

Retiring ahead of the traditional timeline requires careful planning. Here’s how to chart a realistic course to financial freedom Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace ...