How People in Their 40s Save for Retirement — And What “On Track” Really Looks Like

Adjust your investment mix: In your 40s, most investors still need a healthy allocation to stocks to reach typical retirement balances. You can “set it and forget it” with a year 2040-2050 target-date ...
Young and the Invested on MSN

The 4% rule is dead: How to adjust your retirement withdrawal strategy

One of the cornerstones of retirement planning is determining how much you can safely withdraw each year while maintaining a ...

Forget the 4% rule — it's now the 4.7% rule, creator Bill Bengen says. But here's what you need to consider before you start splashing out completely

It seems the 4% rule is now the 4.7% rule. Three decades after financial planner William Bengen came up with a simple yet ...

Social Security's 2026 Cost-of-Living Adjustment (COLA) Announcement Is Delayed Until Oct. 24: Here's Everything You Need to Know

This would normally be the most-exciting week of the year for Social Security recipients, but the federal government shutdown ...
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Suze Orman: Why the 4% Rule No Longer Works for Today’s Retirees

A lot of people reach retirement age without much money in savings. But if you worked hard and saved well, you may be in a very different position. And if you’re retiring with a respectable nest egg, ...