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Something More is a Financial Talk Show. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

The 4% Rule for Retirement

Oct 30, 2023

Chris Boyd and Jeff Perry dig into the subject of the 4% rule of withdrawing funds from
retirement assets. The 4% rule is a popular retirement withdrawal strategy that
suggests retirees can withdraw the amount equal to 4% of their savings during the year
they retire and adjust for inflation or deflation each subsequent year for 30 years. In an
article recently published in Market Watch (see link below), there is a discussion whether
it is appropriate to use a 4.7% withdrawal rate in certain circumstances. Chris and Jeff
debate the various factors and dangers to consider when developing a withdrawal
strategy, as well as the need for a comprehensive financial plan.


https://www.marketwatch.com/story/the-4-rule-for-retirement-spending-is-now-the-4-7-
rule-91499af

 

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