Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

Retirees are being told to rethink one of the most popular rules in personal finance: the idea that you can safely pull 4% of your portfolio each year and be fine. Market valuations, inflation swings, ...

Read why the 4% retirement rule may be riskier than it seems, and how we recommend to invest in dividend stocks instead.

By Suzean Haumann * Will 2026 be the year you retire? Or is it the year you finally take your retirement planning seriously?

A guide to pension drawdown in the UK. Explore pensions, SIPPs, smart investment strategies and find out how to manage your ...

It's important to develop a road map for your retirement drawdown years to help navigate the long ride down the mountain. Having a comprehensive plan with an eye on tax efficiency and a ...

Retiring Americans are quietly rewriting one of personal finance's most famous rules, trading the simplicity of a fixed 4 percent withdrawal for a more flexible "bucket" system that separates cash, ...

How to make sure assets last throughout retirement is a key question for advisers, and often very difficult to answer. Big, future dollar amounts are hard to visualize realistically, says Troy Hirschi ...