Retirement Income
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How Retirees Can Avoid the ‘Tax Torpedo’
Some retirement researchers are challenging the traditional thinking on tax efficiency, Social Security, and drawdowns.
What Higher Interest Rates Mean for Retirement Cash Flows
Now that interest rates are higher, should retirees try to live off of their portfolios’ yields?
The 4% Retirement Rule Is Just a Starting Point
Also, why we raised our suggestion for a starting safe withdrawal rate.
3 Tricky Decisions for Every Retirement Plan
Not even experts agree about the ‘right’ withdrawal rate, long-term-care insurance, and annuities.
What’s Surprising Retirees About Social Security Benefits?
Also, Salesforce’s dividend plans and Snowflake’s outlook following its leadership change.
How Rising Interest Rates Affect Your Retirement Plan
Be aware of implications for returns, withdrawal rates, and asset allocation.
How to Handle a 401(k) Hardship Withdrawal
Before you pull out retirement funds, understand the long-term costs.
Is There Really a Better Mousetrap for Retirement Income?
A new concept in risk pooling offers an alternative to annuities, at a price.
The Two Great Myths of Social Security Reform
How the debate about Social Security misses the mark.
Social Security Is Taxable? Don’t Be Caught Off Guard
Here’s how to determine what you owe this tax season.
Morningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal Rule
Exploring the different strategies that retirees can use to determine the appropriate withdrawal rates for their portfolios.
The Best Flexible Strategies for Retirement Income
Is a more dynamic approach to retirement spending right for you?
Retirees: Here’s What Your Portfolio Withdrawal Rate Should Be in 2024
Guaranteed income sources like Social Security and annuities can impact portfolio spending.
Get a Tax-Smart Plan for In-Retirement Withdrawals
Consider these strategies to stretch out your tax savings during your retirement years.
What Dave Ramsey and Suze Orman Can (and Cannot) Accomplish
Their advice suits workers better than retirees.