The 4% rule is a common retirement withdrawal strategy. We'll discuss how it works, how it has changed, and its pros and cons ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

Eugenio Dante Suarez, associate professor of finance at Trinity University, says the "perfect withdrawal amount" isn't 4%.

Investment researchers have been playing around with the 4% rule, looking for ways that retirees can safely spend more on ...

When times are tough and household budgets are under severe strain, taking cash out of your 401(k) plan can provide some relief. However, it’s best to be cautious, as there are specific rules related ...

The Employees’ Provident Fund (EPF) is one of the most important retirement savings schemes for salaried employees in India.

A large portion of employees withdraw their entire 401(k) balance when they leave a job rather than rolling it over to their new employer or another account, Vanguard found.

EPFO’s streamlined withdrawal rules have made access easier, but timing, tax treatment and long-term impact still matter more ...

A well-planned retirement portfolio should ideally be built around several different income buckets. When combined, those sources aim to produce a sustainable withdrawal rate that supports ...

When you are making plans for retirement spending, you need to take many costs into account — including taxes. If you are ...