Browsing Tag
withdrawal rate
4 posts
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%
November 13, 2023
Morningstar Inches Closer to 4% with 3.8% Safe Withdrawal Rate
Despite inflation and market volatility, recent research from Morningstar raises the withdrawal rate from 3.3% in 2021
December 14, 2022
3.3% Safe Withdrawal Rate is the New 4%: Morningstar
When it comes to a safe withdrawal rate for retirees, 4% has long been the accepted standard. A new report from Morningstar Research lowers that, but also offers ideas for how the rate could actually exceed 4%
November 12, 2021
Retirement Income Silver Bullet for 401k Participants?
The complexity of the retirement income puzzle has many wondering if it will ever be solved. Long-held industry…
January 17, 2018