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The Reason Why You Should Forget About the 4% Rule
Manage episode 458367451 series 3561331
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New research that stress-tested the 4% rule revealed that it failed for older ages, resulting in the lowest income over time. But why is this the case? Frank and Frankie Guida reveal the reason and explore the risks associated with the 4% rule and why customized income planning is more effective for retirees.
They also touch on tax planning for your income as well as strategies to begin taking Social Security.
Connect with the team at A Better Way Financial to get an analysis of your portfolio’s risk today!
Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”
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