Research
Research library
Research worth an advisor's time from research firms, asset managers, regulators, central banks, academics and think tanks, each with a short summary in our own words, plus AdvisorIQ's own analysis.
As of Oct 8, 2026, the library lists 1 piece from research firms on retirement income.
Titles marked with an arrow open on the publisher's site. How we choose.
Retirement income
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What's a Safe Retirement Withdrawal Rate for 2026? (opens morningstar.com)
Morningstar's annual research on how much new retirees can spend from a portfolio, built on forward-looking return and inflation assumptions. The base case for a 30-year retirement is a 3.9% starting withdrawal rate, up from 3.7%, and retirees who accept spending swings can start near 6%.
Topic: Retirement incomemorningstar.com
Editorial
How we choose
- Inclusion is editorial. No publisher pays to be listed, and none can.
- We leave out any piece that features or recommends a specific fund, ETF, model portfolio or other product.
- Summaries are AdvisorIQ's own words. We link to the original on the publisher's site rather than copy it.
- We do not list pieces behind a paywall or a registration form, or pieces from media outlets and advisor platforms; we link to the original source instead.
More in our editorial standards.