New research from the inventor of the 4% rule highlights how diversification, rebalancing and rising glide paths can safely ...

Pensions are for spending’ is the new mantra now inheritance tax will apply to them from April 2027. In exclusive ...

The 4% rule can shape your retirement income strategy, but there are factors that annuity buyers need to know first.

For decades, financial advisors have preached the gospel of the 4% rule as the holy grail of retirement planning. I’m here to ...

That moment was the birth of a new, more generous rule of 4.7% and the origin of Bengen’s new book, “A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More.” ...

The 4% rule is based on the assumption that you retire around age 65 and die around age 95. If you plan to live a longer retirement (maybe because you retire earlier or live longer), the 4% rule ...

“The 4% Drawdown Rule” for retirees has become a reference rule of thumb since it was coined by financial advisor William Bengen in 1994. Predicated on various retirement portfolios, Bengen ...

That moment was the birth of a new, more generous rule of 4.7% and the origin of Bengen's new book, "A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More." ...

The 4% rule has been THE rule for retirement spending for decades. According to David Blanchett, managing director and head of retirement research at PGIM DC Solutions, 61% of financial advisors ...

1. The 'Rule of Four Futures' first rule: the expected retirement Dator’s first future, called “continuation,” reflects stability. The world and your life proceed as planned.