The S&P 500's returns are measured using time-weighted returns (TWR), which don't account for cash flows like withdrawals. If you're retired and withdrawing funds, comparing your portfolio to the S&P ...
The time-honored — and sometimes controversial — 4% rule suggests that a retiree should be able to withdraw 4% of their savings and investments in their first year of retirement and then ...
Do a casual search of synonyms for “retirement,” and one of the top matches you’ll find is “withdrawal.” On one side of the coin, this may lead many down a rabbit hole of searching ...
Social Security's "full retirement age" is set to increase next year, meaning that those nearing retirement will have to hold off a little longer before they can claim a larger benefit.
Economist Alicia Munnell, one of the nation’s leading experts on retirement, has some advice that may seem counterintuitive: The key to a successful retirement, she says, is not to retire.
12:54 p.m. Dec. 24, 2024A previous version of this article and headline implied that the full retirement age for collecting Social Security is increasing in 2025 for everyone. In fact, those ...