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The 4% Rule Got An Upgrade- Now What?
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For decades, the 4% rule has been a popular rule of thumb for retirement income planning- withdraw 4% annually from your portfolio, and your money should last 30 years. But now, the original creator of the rule is updating it. What’s changed? And should you change your retirement plan too?
Here’s some of what we discuss in today’s show:
- The 4% rule is now 4.7%... should you celebrate?
- Having flexibility and guardrails for your income plan
- Market cycles, inflation, and risk tolerance: it all matters
- Rules of thumb vs. real retirement math
- Choosing a withdrawal rate that fits your plan
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