DiscoverThe Rob Berger ShowRBS 181: Is The New Safe Withdrawal Rate 3.7%?
RBS 181: Is The New Safe Withdrawal Rate 3.7%?

RBS 181: Is The New Safe Withdrawal Rate 3.7%?

Update: 2025-01-01
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Morningstar recently released its annual State of Retirement Income report. According to its calculations, the new safe withdrawal rate is 3.7%. The report offers some excellent data and analysis that can help us as we build our retirement income strategy.

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RBS 181: Is The New Safe Withdrawal Rate 3.7%?

RBS 181: Is The New Safe Withdrawal Rate 3.7%?

Rob Berger