Visit the IRS: Or, go to the source: Visit the IRS website to find additional information on RMDs, such as what they are, the types of retirement plans that require RMDs, the timeline for taking ...

Fact checked by Betsy Petrick Key Takeaways To calculate your spending in retirement, begin by making a spending plan listing all your expenses. Once you know your retirement expenses, you’ll have a ...

(This is Part 2 of a two-part article. The first installment, providing an overview of Morningstar’s research, can be found here.) Christine Benz, Morningstar’s director of personal finance, has five ...

Planning a comfortable retirement typically means having more control over your finances. You need to take a look at your investments, savings and cash on hand, but you should consider your living ...

Morningstar‘s new safe retirement withdrawal rate is 3.7% Estimate is based on forward-looking market return assumptions High stock valuations and lower bond yields influenced the reduction Goal is to ...

The rule of $1,000 may help you figure out how much dough you need to save for retirement. You can guess, of course. Or go with a big number like $1 million, or even the $1.6 million that 401(k) plan ...

Almost two-thirds of Americans say they worry more about running out of money in retirement than about dying — and for many, that fear may become a reality. According to a survey from retirement ...