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What's a Safe Retirement Spending Rate for the Decades Ahead?
MorningstarLink to more items from this source
Nov. 11, 2021

"Using forward-looking estimates for investment performance and inflation, ... the standard rule of thumb should be lowered to 3.3% from 4.0%, assuming a balanced portfolio, fixed real withdrawals over a 30-year time horizon, and a 90% probability of success ... This should not be interpreted as recommending a withdrawal rate of 3.3% ... because the ... assumptions that underlie the withdrawal-rate calculations -- a long time horizon, a fixed real withdrawal system, and high odds of success -- are conservative."

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