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What 4% Rule? Morningstar Has a New Number
News December 12, 2024 at 05:56 PM
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What You Need To Know
- Spending at these rates is meant to provide at least a 90% probability that the saver's portfolio won’t run short of funds during a three-decade retirement.
- The figure has fallen from prior years thanks to higher equity valuations and slightly lower bond yields.
- Adding flexibility to the process can boost withdrawals and confidence.
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