For decades, retirees have followed the guideline to withdraw 4% of their investment portfolio each year in retirement. This ...

Key Takeaways According to a 2025 study, 93% of workers want 401(k) plans to offer lifetime income options.Still, lifetime income can come from sources like Social Security, pensions, annuities, and ...

For decades, the 4% rule was considered a simple benchmark for retirement withdrawals. Developed in the 1990s by financial ...

Life is full of milestones—and fortunately, for scheduling purposes, those milestones don't all happen at the exact same time. Think about the various savings goals you might have had across your life ...

For high-net-worth individuals, generating retirement income is only one part of a broader strategy. Equally critical is ...

Read why the 4% retirement rule may be riskier than it seems, and how we recommend to invest in dividend stocks instead.

Retirees are shifting from the traditional 4% withdrawal rule to 5% to combat rising healthcare and living costs. A 5% withdrawal on $1M generates $50K annually versus $40K at 4%. The strategy relies ...

NEW YORK--(BUSINESS WIRE)--Stone Ridge Asset Management (“Stone Ridge”), a $28 billion asset manager, today introduced two new funds—LIFT, a 3-year ETF lasting through 2028, and BCKT, a 5-year ETF ...

Popular retirement withdrawal strategies like the 4% rule assume a steady rate of spending for retirees. But new research from J.P. Morgan shows that premise is often disconnected from reality.

When you’re young, the savings strategy is pretty simple. Create a small emergency fund and put most of your money into equities. Stocks, real estate, crypto, and other investments can grow at a ...