How to Approach Retirement Portfolio Withdrawals in 2021
The first step is to map out what your spending might be for the coming year.
Save for Retirement
Plan ahead for your retirement. We cover building a retirement portfolio, maximizing your 401(k) and more. Get access to our invest specialist‘s model portfolios for retirement savers to get started.
Featured
The 2021 Retirement Landscape
Medicare and Social Security solvency are among the top retirement challenges this year, says contributor Mark Miller.
How Well Did the Retirement Saver Portfolios Perform in 2020?
All portfolios posted strong gains in absolute terms, but a classic 60/40 portfolio was tough to beat.
Special Report: Are You Ready to Retire?
Let us walk you through practical steps to ensure you're on the right track for retirement.
A Retirement Readiness Checklist
Determining if you're on track to retire can be more manageable if you break it into smaller steps.
Tools & Worksheets
Portfolio Planning
- How Well Did the Bucket Portfolios Perform in 2020?
- Retirement Planning for the 'Gig' Economy
- A Year-End Bucket To-Do List
- Can You Age in Place?
- The Trouble With Social Security COLAs and Medicare Premiums
- Whither the Bucket Portfolios in a Low-Yield World?
- What High(ish) Equity Valuations Mean for Your Retirement Plan
401(k)s and IRAs
- Retirees' Year-End Tax-Planning Guide: 2020 Edition
- Would a Financial Transaction Tax Affect Your 401(k)?
- Biden's 401(k) Plan Is Vague, but Worth Paying Attention to
- 100 Must-Know Statistics About 401(k) Plans
- How to Find Yield Without Getting Burned
- Crisis Makes Estate Planning More Urgent
- Are IRA Conversions a Good Idea During Volatility?