Investors within a decade of retirement may want to ensure their portfolio allocation will limit the impact of retiring into ...

Benefit As Volatility Buffer Most advisors treat Social Security as a stand-alone paycheck: file it, start the checks, move ...

If retirement planning had a list of the “quiet troublemakers,” Sequence of Returns Risk would be right near the top. It doesn’t make headlines like inflation. It doesn’t spark debates like Social ...

In retirement, it’s finally time to withdraw money from the savings accounts you’ve (hopefully) been investing in throughout your working years. But while how much to withdraw is an important decision ...

A big risk many retirees face is having to sell a portion of their investment portfolio each month to fund a fixed "pension" ...

Christine Benz: I’d like to ask about sequence of returns risk, which managing is central to sustainable withdrawals. Can you talk about what frameworks you find most effective for managing it within, ...