What is a sustainable withdrawal rate in retirement? To put it in simple terms, it depends. Today we explain where the 4% withdrawal rate comes from and how it may apply to you and your ability to retire without worry. From new investors to those more well-seasoned, we discuss which factors you should consider when deciding what withdrawal rate will ensure you have a comfortable retirement.
Planning Points Discussed
Timestamps:
2:00 - Overview of Withdraw Rates
2:30 - What is the 4% Withdrawal Rate?
4:00 - Success Rates of Retirement
7:00 - Why the 4% Withdrawal Rule is Conservative
8:00 - When Can I Ensure I Can Retire?
11:21 - Capital Preservation Rule
14:45 - What Is A Sustainable Growth Rate For Me?
20:10 - The Mix of Growth & Income Assets In Retirement
LET'S CONNECT!
James
Scott
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