What is a sustainable withdrawal rate in retirement? To put it in simple terms, it depends. Today we explain where the 4% withdrawal rate comes from and how it may apply to you and your ability to retire without worry. From new investors to those more well-seasoned, we discuss which factors you should consider when deciding what withdrawal rate will ensure you have a comfortable retirement. Planning Points Discussed Tax Planning Retirement Planning Capital Preservation Rule Purchasing Power Other issues (IRAs, Inflation, Financial Goals) Timestamps: 2:00 - Overview of Withdraw Rates 2:30 - What is the 4% Withdrawal Rate? 4:00 - Success Rates of Retirement  7:00 - Why the 4% Withdrawal Rule is Conservative 8:00 - When Can I Ensure I Can Retire? 11:21 - Capital Preservation Rule 14:45 - What Is A Sustainable Growth Rate For Me? 20:10 - The Mix of Growth & Income Assets In Retirement   LET'S CONNECT! James Facebook LinkedIn Website Scott Facebook Twitter Website ENJOY THE SHOW? Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play. Leave us a review on iTunes. Have a money question you want us to answer? Submit one here

Ver todos los episodios