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  • Mind Fees in Your Withdrawal Rate(04:58)
  • Retirees should be aware of how costs can eat into their portfolio balances, and consider making withdrawal adjustments every year, says Morningstar's...
  • Date: March 21, 2013
  • Source: Morningstar.com
  • Retirement Income? Don't Buy the 4% Rule(03:09)
  • The portfolio withdrawal strategy known as the 4% rule is an appealing rule of thumb, but it can steer investors wrong, according to panelists at a Ma...
  • Date: November 09, 2012
  • Source: WSJLive
  • Annuities and the 4% Rule for Retirees(03:28)
  • Kiplinger's retirement experts explain the "4% Rule" and look at how annuities can help retirees meet their income needs.
  • Date: June 17, 2012
  • Source: Kiplinger
  • The Importance of Valuation for Choosing a...(11:08)
  • Research indicates that investors retiring when stocks look cheap can safely take out a larger percentage of their portfolios annually, according to P...
  • Date: August 31, 2011
  • Source: Morningstar.com
  • Swing Factors for the 4% Withdrawal Rate(11:34)
  • More diversification, shorter or longer time horizons, lower-volatility strategies, and market-sensitive spending adjustments can all impact a sustain...
  • Date: May 27, 2012
  • Source: Morningstar.com
  • Key Variables in Your Retirement Withdrawa...(08:13)
  • Withdrawal percentage, success rate, asset allocation, and time horizon are important levers in formulating your retirement drawdown plan, says Vangua...
  • Date: November 09, 2013
  • Source: Morningstar.com
  • As Canadian Troops Leave Afghanistan, Is t...(02:20)
  • Canada's military says it's leaving Afghanistan with a "brighter future," as troops pull out of the country this week. But some Afghans say the withdr...
  • Date: March 13, 2014
  • Source: Canadian Press
  • Systemic Withdrawal Plan for Retirement In...(01:21)
  • Financial expert Ric Edelman provides a systemic withdrawal plan for your retirement investments so you end up with a diversified portfolio.
  • Date: November 28, 2011
  • Source: MonkeySee.com - Business
  • Tax Tip 2013: Roth IRA Conversions(01:17)
  • Kiplinger's tax experts tell you why converting a traditional IRA to a Roth IRA can make sense.
  • Date: December 29, 2013
  • Source: Kiplinger
  • A Prudent Plan for Retirement Withdrawals(12:08)
  • Withdrawal policy statements provide concrete lines for retirees to identify when they need to adjust their spending rates and avoid on-the-fly decisi...
  • Date: June 23, 2014
  • Source: Morningstar.com
  • Finding Your Ideal Withdrawal Rate(07:20)
  • Vanguard's John Ameriks says distribution-rate rules are good starting points for an in-retirement spending plan, but asset allocation and time horizo...
  • Date: July 01, 2012
  • Source: Morningstar.com

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