The Pension Benefit Guaranty Corporation (“PBGC”) issued a final rule on January 7, 2021 that impacts the calculation of withdrawal liability by multiemployer pension plans in endangered or critical ...

The best retirement withdrawal method depends on what’s most important to you. That’s one of the conclusions from our recent annual study on safe withdrawal rates. Every spending method involves some ...

For retirees who want to squeeze more from their portfolios, especially in early years, a dynamic retirement withdrawal strategy that varies cash flows based on portfolio performance may work better ...

In our recent annual study on safe withdrawal rates, my colleagues Christine Benz, John Rekenthaler, and I found that retirees who want to maintain a consistent spending amount adjusted for inflation ...

Many experts recommend that people withdraw 4% from their retirement portfolio each year in order to make their retirement savings last. This much touted advice, however, may not hold true for today's ...