Retiring and claiming Social Security benefits is a major financial milestone, but it can also come with confusing rules, especially if you retire mid-year. One of the most important yet often ...

Retirement benefits are not a lifetime guarantee on autopilot. To keep monthly checks flowing, retirees have to keep meeting ...

The 4% rule is a strategy designed to help your retirement nest egg last. It has you withdrawing 4% of your savings your first year of retirement and adjusting future withdrawals for inflation. The 4% ...

Learn how retirees can safely earn extra income without reducing Social Security benefits, including side hustles, passive ...

Morningstar suggested earlier this year that retirees can safely withdraw 3.7% from their nest egg in 2025 instead of following the 4% rule and not run out of money during a 30-year retirement.

When you think of retiring, you probably imagine sailing off into the sunset, relaxing on the golf course or the beach or puttering around your house with plenty of time to enjoy life. For many, ...

The 4% rule is designed to help your savings last for 30 years. It doesn't necessarily apply to anyone. A different withdrawal rate may better serve your needs. It's a strategy that's not guaranteed ...