The “safe” amount an investor can withdraw from their portfolio in retirement has been a key metric in financial planning. For 30 years, 4% of the portfolio value has been considered a “safe” level. However, the investment landscape is very different from 30 years ago and there has been plenty of research into alternative withdrawal strategies. This article reviews the 4% rule to see if it is still fit for purpose. Complete the form below and a copy of the article will be sent to your in box.

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