• Safe Withdrawal Rate: EDU #2505

  • Jan 29 2025
  • Length: 1 hr and 29 mins
  • Podcast

Safe Withdrawal Rate: EDU #2505

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  • Summary

  • Jim, Chris, and Jake share their thoughts on a recent Morningstar study that lowers the industry-standard safe withdrawal rate to 3.7%. They review a MarketWatch article discussing the study, highlighting points of agreement and disagreement. Throughout the conversation, they explore their approach to retirement planning, including the Minimum Dignity Floor™, See-Through Portfolio™, and Fun Number™ […]

    The post Safe Withdrawal Rate: EDU #2505 appeared first on The Retirement and IRA Show.
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