Browsing Tag
4% Rule
5 posts
Morningstar Lowers Retirement Withdrawal Rate to 3.7%
Morningstar credits higher equity valuations and lower fixed income yields for the decrease in its new State of Retirement Income report
Full or Partial Annuitization May Create Better Retirement Outcomes
The ACLI backed research emphasizes the value of annuities in retirement income strategies over the popular 4% rule
Finke, Toland, Introduce Retirement Withdrawal Alternative to 4% Rule
The IncomePath strategy focuses on providing flexible spending arrangements for participants, rather than a set withdrawal rate
The ‘4% Rule’ is Back: Morningstar
Prospects for retirement income look a bit brighter as new research paper raises the safe starting withdrawal rate back to the standard 4%
IRI Expert Weighs in On Morningstar Update to 4% Rule
In light of recommended change to longstanding rule of thumb, Insured Retirement Institute’s Frank O’Connor says annuities can protect retirement portfolios while delivering lifetime income