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Safe Withdrawal Rate: EDU #2505

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 FloorImage may be NSFW.
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, See-Through PortfolioImage may be NSFW.
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, and Fun NumberImage may be NSFW.
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concepts, comparing these to the safe withdrawal rate and Monte Carlo methods for determining retirement spending.

 

 

Show Notes:

Read in MarketWatch

Watch the video from Morningstar

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


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