In the News

Title

As The 4% Rule Wobbles, Are Annuities More Attractive Strategy?

Document Type

Article

Publication Date

5-9-2017

Abstract

What is a “safe” withdrawal rate in retirement?

Ask any reputable financial planner and they will respond that it depends – on a client’s time horizon, spending habits, risk tolerance, retirement age and how much comes from other sources such as Social Security and even a defined benefit plan for retirees lucky enough to have one.