It's not a given that it's the best withdrawal strategy for your situation.
Take this simple quiz to discover whether the 4% Rule will work for you in retirement.
The classic 4% rule for retirement withdrawals was built for a bygone era. Learn why it's less reliable today and how to build a flexible spending plan that fits your life.
A lot of people reach retirement age without much money in savings. But if you worked hard and saved well, you may be in a ...
The 4% rule is a popular retirement savings withdrawal strategy. It has you taking out 4% of your portfolio your first year of retirement and adjusting future withdrawals for inflation. While this ...
The 4% rule is a strategy designed to help your retirement nest egg last. It has you withdrawing 4% of your savings your first year of retirement and adjusting future withdrawals for inflation. The 4% ...
The “4% rule” isn’t one rule — fixed percentage, fixed dollar, and inflation-adjusted withdrawals behave very differently in ...
Investment researchers have been playing around with the 4% rule, looking for ways that retirees can safely spend more on every retirement dollar.
Morningstar’s new analysis suggests retirees can start with one withdrawal rate and adjust for inflation, but taxes, fees, and portfolio mix still matter.