Is the popular 4% retirement withdrawal rule built for a world that no longer exists? In this episode, Kelton Burgess examines the long-standing retirement income strategy and explains why he believes changing economic conditions, market volatility, inflation, taxes, and longer life expectancies make a one-size-fits-all approach worth reconsidering. Kelton discusses the origins of the rule, how retirement planning has evolved since the 1990s, and why income, tax, and longevity planning all play a role in creating a retirement strategy designed for today's realities.

Click here to schedule an appointment with Kelton and his team or call 724-766-8853.