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Your first retirement withdrawal: The smart strategy that protects your money and lowers taxes
Making your first retirement account withdrawal is a milestone — one that requires planning, timing and strategy. The right ...
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4% or 8%, what’s the right retirement withdrawal rule to live by?
Quick Read The 4% rule assumes a 30-year retirement horizon with a balanced stock-bond portfolio. Ramsey’s 8% rule requires a ...
Morningstar’s new analysis suggests retirees can start with one withdrawal rate and adjust for inflation, but taxes, fees, ...
Morningstar suggested earlier this year that retirees can safely withdraw 3.7% from their nest egg in 2025 instead of ...
That’s because of the required minimum distribution (RMD) law. Once you reach a certain age, you’re required to withdraw a ...
Withdrawal strategies in retirement can feel tricky because no one wants to outlive their savings. There are enough withdrawal strategies to provide something for everyone. You don't have to stick ...
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Want Steady Income in Retirement? These Overlooked Tools Can Help and May Make All the Difference
Many retirees are unprepared for the switch from saving to spending. Here’s how to turn your retirement savings into steady, ...
The 4% rule is a popular retirement savings withdrawal strategy. It has you taking out 4% of your portfolio your first year of retirement and adjusting future withdrawals for inflation. While this ...
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The 5 Percent Income Strategy More Retirees Are Switching To in 2026
As retirees enter 2026, the hope is that it will be both different from 2025 and potentially some of the same. After an ...
Although no one can reliably predict the future, spending time understanding how assumptions influence results is a solid ...
Your career has been like driving up a mountain, rising to every challenge and accumulating rewards — retirement savings — along the way. Now you're a few years from reaching your peak earnings and ...
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. If you’re working and collecting a steady paycheck, ...
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