If you’re approaching or already in retirement, knowing your safe withdrawal rate is key to making your money last. This is the percentage you can take out of your retirement savings each year without ...

The “right” safe starting withdrawal rate is a moving target, depending on equity valuations, bond yields, prospects for inflation, and a retiree’s own life expectancy and asset allocation, among ...

A $1.5 million nest egg sounds like financial security, and for many retirees, it is. But whether that sum delivers the retirement you envision depends less on the balance itself and more on how you ...

The 4% withdrawal rule for retirement savings has become familiar among younger people thanks to the popularization of the FIRE (Financial Independence, Retire Early) ethos. The FIRE strategy ...

A 4% withdrawal rate is a common rule of thumb when planning for retirement. But what does that mean? And more importantly, is it right for you? This blog post... A 4% withdrawal rate is a common rule ...

This article draws heavily on Bill Bengen’s new groundbreaking safe withdrawal rate research and references his latest updates. Bill was kind enough to review the article and his insights are included ...

The tweak to the legendary “4% Rule” is slightly above last year, thanks to improved capital markets assumptions.

The most talked-about retirement rule of thumb just got a serious update. Bill Bengen, the financial planner who popularized the now-legendary "4% rule," has revisited his calculations. His latest ...

Safe Withdrawal Rates for retirees can vary depending on age, lifestyle, tax bracket, inflation, and other factors. Market volatility can cause some to panic sell and others to adjust spending to try ...