Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg
Plus, what to consider before buying an annuity or deciding when to begin Social Security.
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Show Notes
Amy Arnott, Morningstar Inc. portfolio strategist, discusses why her team’s starting safe withdrawal rate is more conservative than the popular 4% rule. Plus, a new metric to help determine financial priorities during retirement.
How ‘The State of Retirement Income’ Report Helps Investors Know Their Safe Withdrawal Rate
Conservative Estimate for Starting Safe Withdrawal Rate
Why Has the Starting Safe Withdrawal Rate Gone Down?
Flexible or Dynamic Strategies to Increase the Starting Safe Withdrawal Rate
What Is the Spending-Ending Ratio?
Retirement Spending Strategies That Leave Legacy Funds
Strategies to Help Retirees Spend All Their Retirement Savings
Should You Delay Social Security?
What Type of Retiree Should Considering an Annuity?
Pros and Cons of Deferred Annuities
What’s Next for ’The State of Retirement Income’ Report?
Read about topics from this episode.
Six Retirement Withdrawal Strategies That Stretch Savings
The Best Ways to Maximize Your Retirement Income in 2025
Navigating the Future of Retirement Income: Trends, Strategies, and Insights
Morningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal Rule
What’s a Safe Retirement Spending Rate for 2025?
Maybe You Shouldn’t Delay Taking Your Social Security Benefits After All
How to Retire: Tips for Entering Retirement
TIPS Funds Gain on Fears of Inflation and Economic Downturn
How to Use Our Retirement Income Research
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