Taking money from your traditional IRA can trigger a 'tax torpedo' on your Social Security benefits. Learn how combined ...

Financial personality Suze Orman has questioned whether the traditional 4% rule, a decades-old retirement planning guideline, is still safe to apply rigidly in today’s environment. The rule suggests ...

Morningstar‘s new safe retirement withdrawal rate is 3.7% Estimate is based on forward-looking market return assumptions High stock valuations and lower bond yields influenced the reduction Goal is to ...

For as long as most of us can remember, the 4% rule has been something of the gold standard around retirement. In 2026, ...

Market conditions and inflation have a significant impact on sustainable withdrawal rates. The 4% rule was intended to be a flexible guideline, not a strict law. Some advisors prefer dynamic ...

The number depends on a handful of factors, the most important of which is your age.

SAN DIEGO (KGTV) — If you were born before 1952 and have traditional investment plans, there are some important withdrawal requirements you need to meet or else you may have to deal with penalties.

Let's start with the obvious: How a person withdraws money from their retirement portfolio matters. If thoughtfully executed, portfolio withdrawals need not capsize a retirement portfolio. Processing ...

For years, financial experts have stood by the 4% rule for managing retirement plan withdrawals. If that's not enough income for you, you may be able to go higher. You'll need the right mix of ...

Here’s What Your Retirement Spending Rate Should Be in 2026 New research shows that flexible withdrawal strategies can help you spend more in retirement. Christine Benz and Margaret Giles Dec 5, 2025 ...