It's been almost 3 years since our last podcast episode on the 4% withdrawal rule: "Is The 4% Withdrawal Rule Dead?".
What is the 4% withdrawal rule? It's the general idea that when you get to retirement, whatever the pool of money is that you have, you can theoretically safely withdrawal 4% of that balance every year until you pass without running out of money. There are many variables that go into that such as inflation, how long you will live, how much income you will need in retirement, investment returns, and your own definition of success. We believe that it's important to engage in financial planning to help review trade offs and your specific situation.
To hear our updated thoughts on the 4% withdrawal rule and if it requires a major change in strategy, check out this podcast episode!
Tracking # T005599
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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
