In the News

Title

Redoing the math on a 4% retirement withdrawal rate

Authors

InvestmentNews

Document Type

Article

Publication Date

7-19-2017

Abstract

The seemingly endless debate across the financial planning industry over retirement withdrawal rates appears to hover over the consensus that 4% is a good place to start. Beyond that, advisers and analysts disagree about what amount is currently "safe," and revert to a need for flexibility based on everything from Social Security income and health issues to home equity levels and market cycles.