Retirement Income
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Erin Moriarity: My Dad Lost About $1.5 Million on Bad Investments. Here’s How to Avoid His Mistakes
The creator of ‘Erin Talks Money’ discusses the value of professional advice, preparing for cognitive decline, and fear-based underspending.
Think You’re Ready for Retirement? Start With This 9-Step Checklist
The date you retire is only part of the picture. Also consider your income needs, spending rate, taxes, and more.
How Much Can You Safely Withdraw If You Retire Early?
Your retirement time horizon is a big factor, but Social Security, future employment, and changes in spending also matter.
Ed Slott: Don’t Waste Your Low-Tax Years in Retirement
Christine Benz talks with tax expert Ed Slott about withholding taxes versus quarterly payments, Medicare’s IRMAA surcharge, and how new retirees can create a tax-smart withdrawal strategy.
Jean Chatzky: How to Create a Forever Paycheck for Retirement
The personal finance expert explains why retirees struggle to spend their savings, how to build reliable retirement income, and why she changed her mind about annuities.
What’s a Safe Withdrawal Rate After You’ve Already Retired?
Your remaining time horizon can help determine whether you’re spending too much—or too little.
401(k) Millionaires: Here’s How to Avoid Going Broke in Retirement
Plus, tips to leverage the SALT deduction and prevent leaving behind a big tax bill.
How Couples With an Age Gap Should Plan for Retirement
An age gap can complicate retirement. Here’s how couples can coordinate Social Security, investments, healthcare, and long-term care.
How Morningstar’s Retirement Advice Stacks Up Against the 4% Rule
Our conservative approach has held up well since 2022, while retirees who started with the 4% rule have lower odds of success.
Why Playing It Safe in Retirement Can Backfire
Plus, three ways retirees can determine if they’re underspending.
Your 7-Figure Retirement Fund Might Not Stretch As Far As You Think. Here’s How to Change That
A million-dollar portfolio no longer guarantees financial freedom. These 8 financial do’s and don’ts will help retirees protect their hard-earned nest egg.
This Retirement Strategy Can Provide Inflation Protection for 30 Years
Why a retirement researcher likes TIPS ladders better than immediate annuities.
One Statistician’s Warning for Retirees About the 4% Rule
You could end retirement with 50% more wealth than you started with, says Stefan Sharkansky. Here’s why he thinks that’s a problem.
Stefan Sharkansky: The Retirement Rule That Leaves Too Much Money Behind
The statistician says rigid withdrawal rates often cause retirees to underspend. He has a formula that balances secure income with flexible spending.
Target-Date Funds With Annuities Are Gaining Ground. Is That Good for Your Retirement Plan?
Plus, how income and guaranteed lifetime withdrawal benefits work.
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