For retirees who want to squeeze more from their portfolios, especially in early years, a dynamic retirement withdrawal strategy that varies cash flows based on portfolio performance may work better ...

Recent retirees haven’t had an easy time of it lately. When stock and bond prices both plummeted in 2022, many retirees saw big dents in their portfolio values; a typical portfolio made up of 50% ...

The “right” safe starting withdrawal rate is a moving target, depending on equity valuations, bond yields, prospects for inflation, and a retiree’s own life expectancy and asset allocation, among ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Most retirees are familiar with fixed withdrawal rate ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. How much should you withdraw from your retirement savings in ...

A popular rule in retirement planning isn't reliable, a new paper indicates — and even the rule's originator says it's oversimplified. Processing Content The 4% rule says that if a retiree withdraws 4 ...

This article draws heavily on Bill Bengen’s new groundbreaking safe withdrawal rate research and references his latest updates. Bill was kind enough to review the article and his insights are included ...