John Rekenthaler, vice president of research for Morningstar Research Services, explains how Morningstar’s study confirmed the 4% retirement rule and discusses why it’s important for new retirees to be flexible with their spending.
Six Retirement Withdrawal Strategies that Stretch Savings
What Has Changed with Retirement Withdrawal Rates?
Trade Offs to a Conversative Start with Your Portfolio
Risks and Benefits of Changing a Portfolio’s Stock Allocation
Flexible Spending Strategies
The Role of Guaranteed Income
Key Takeaways
**Read about topics from this episode. **
Six Retirement Withdrawal Strategies that Stretch Savings)
Morningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal Rule)
The Good News on Safe Withdrawal Rates)
The Best Flexible Strategies for Retirement Income)
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John Rekenthaler)
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