Bill Bengen updates his Safe Withdrawal Rate to 4.7%. What it means for retirees and how long your portfolio can really last.

As retirement planning evolves, the debate over the ideal withdrawal rate intensifies, with some experts suggesting a shift from the traditional 4% rule to a potentially higher 8% rate. This ...

Older Americans were more likely to be in the seven-figure club. According to an American Society of Pension Professionals ...

DC asset managers weigh in on what the Federal Reserve’s widely expected interest rate cut regime may portend for retirement plan investing. The Federal Reserve’s interest rate cut finally came ...

Will my savings actually last? It's a valid fear, as no one wants to outlive their money. Fortunately, a simple benchmark can ...

You can start drawing Social Security retirement benefits as early as age 62, meaning the oldest Gen Xers will become ...

All else equal, high-rate periods favor buyers of fixed annuities, like immediate annuities (SPIAs), deferred income ...

Retirement contribution rates reached record highs, with combined worker and employer contributions equal to 13.9% of pay in 2021, new data from the Plan Council of America show. Workers and employers ...

Everyone loves seeing growth in their portfolio. However, a good year of investing doesn’t necessarily indicate a sound long-term investment strategy. Generating sufficient retirement income means ...

A new Nationwide survey finds that most retirees regret not planning for one crucial factor in retirement. Here's what to ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. This has been a year of inflation and the corresponding interest rate ...

Why hasn't Quincy budgeted a $16 million pension contribution ordered by a state board and what does it mean for taxpayers?