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Long Term Planning and Sustainable Withdrawal Rates

January 12, 2022
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Is the “4% rule” still applicable for retirement investment income in a low interest rate world? This article from Morningstar.com contends that it may no longer be, and that a 3.3% withdrawal rate is more realistic if we wish to avoid outliving our investments.

Reach out to us to discuss how reduced withdrawal rates might impact your retirement planning.