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RETIREMENT INCOME News & Analysis

Can you retire on dividends?
Personal Finance
Can you retire on dividends?
Living off of investment income addresses key risks faced by retirees. However, it introduces several considerations for investors who pursue this...
Mark LaMonica, CFA | 20 January 2025
Chart of the week: Safe retirement withdrawal rates for your asset allocation
Retirement
Chart of the week: Safe retirement withdrawal rates for your asset allocation
This week's chart of the week looks at how asset allocation impacts withdrawal rates.
Shani Jayamanne | 16 January 2025
Higher valuations lower safe withdrawal rate in retirement
Personal Finance
Higher valuations lower safe withdrawal rate in retirement
The 2024 Morningstar State of Retirement Income looks to the future to explore safe withdrawal rates. 
Mark LaMonica, CFA | 06 January 2025
The 4% rule explained
Retirement
The 4% rule explained
The safe withdrawal rate is one of the most important components in retirement planning but many people don’t understand the basis of the...
Shani Jayamanne | 19 December 2024
How to make your retirement more comfortable
Personal Finance
How to make your retirement more comfortable
Vanguard’s new study looks at common problems that impact your final retirement outcomes. We present resources to help.
Shani Jayamanne | 27 November 2024
How much does it really cost to run an SMSF?
Retirement
How much does it really cost to run an SMSF?
Use our free calculator to compare the cost against an industry or retail super fund
Shani Jayamanne | 03 November 2024
18 rules for ageing well
Retirement
18 rules for ageing well
The rules to age successfully include, 'the unexamined life lasts longer', 'change no more than one-eighth of your life at a time', 'nobody is...
James Gruber | 30 October 2024
Growing your passive income
Personal Finance
Growing your passive income
Our free tool can help investors that dream of living off of passive income. 
Mark LaMonica, CFA | 24 October 2024
How much do you need to save for retirement?
Retirement
How much do you need to save for retirement?
It is a simple question with an answer we probably don't want to hear. 
Mark LaMonica, CFA | 23 October 2024
6 lessons from my 6-week mini-retirement
Retirement
6 lessons from my 6-week mini-retirement
Some insights on life and work after taking time off.
Amy C. Arnott | 15 October 2024