What does our 2024 research reveal as the highest safe withdrawal rate? For many investors, 4% has traditionally been seen as the ideal retirement withdrawal rate. However, Morningstar researchers ...

Nearly a third (33%) of those aged 55 and over are not confident in their understanding of how pension withdrawals are taxed, with only 29% feeling confident about their options, according to the ...

While not universally adopted by money managers and retirees, the 4% rule has become the closest thing to an annual retirement income withdrawal benchmark for the masses. The 4% rule is designed ...

Nearly a third of over 55s report being confused about pension withdrawal options according to research from Standard Life. The ...

Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.

However, the need for additional documentation or delays in communication ... to an IRA or another retirement account generally take longer than direct withdrawals. This process involves ...

When he finally decided to withdraw his savings, he hit an unexpected roadblock—his pension contributions under the Employees' Pension Scheme (EPS) had never been merged. Without this step ...