Browsing Tag
4% Rule
3 posts
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