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 ...

A systematic withdrawal plan can turn your mutual fund savings into a monthly income stream, but it works only when withdrawals are paced carefully and the portfolio is managed sensibly.

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 ...

This year saw expanding selection of target-date funds, annuity marketplaces, systematic withdrawal programs and other income solutions, according to the Institutional Retirement Income Council.

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. As a result of the recent decline in economic activity and the ...

An investor's instinct to live off 'income' and not 'touch capital' is a common bias. Understanding it can lead to better, ...

Investors today are increasingly inclined toward disciplined and strategic approaches to grow and manage their wealth. In India, two financial tools are structured yet flexible: the Systematic ...

This comprehensive study analyses retirement-income bucket strategies versus the traditional systematic withdrawal approach. The primary advantage of these strategies lies in their ability to address ...

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

There are many types of retirement income generators (RIGs) that each produce different amounts of retirement income. My Retirement Income Scorecard compares the amounts of retirement income that are ...

An SWP does not automatically ensure that your investment lasts forever. The longevity of the plan depends on the withdrawal amount relative to the fund’s returns.