The systematic withdrawal strategy provides a high plan success rate and ending wealth. The cash flow reserve bucket strategy and the two variations of the three buckets strategy underperform the ...

As retirement planning evolves and baby boomers leave the workforce, industry focus is shifting towards creating sustainable income to support retirees throughout their golden years. A new ...

If you don't have a strategy for taking money out of your retirement accounts, your accounts could run dry too soon.

Whatever the scenario, the astute investor will try to remain nimble-footed. He may consider tweaking his withdrawal strategy ...

A strategic balance of annuities and systematic withdrawals, tailored to individual needs, preferences and market conditions, is the key to optimal retirement outcomes, according to new research by ...

As widely used as the 4 percent rule for retirement income is, it might not offer the best outcome for retirees in comparison to a one-two punch of making systematic withdrawals and buying annuities, ...

You’ve been putting aside money for years, hopefully enjoying a decent rate of return, and it’s finally time to start ...

Given the high-stakes nature of income planning, it's tragic that a significant segment of the financial advisor community embraces an income-generation methodology—the systematic withdrawal plan (SWP ...