Don Sowa's MoneyTalkIs it Time to Bury the 4% Rule?
Don Sowa's MoneyTalk
Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please co…38 clip(s)
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The 4% rule is a rule of thumb which states that a typical retirement portfolio can sustain a withdrawal rate of 4% per year for 30 years without running out of money. Donna and Nathan explain the data behind this theory, and some of the reasons why it may not hold up in today’s world. Also on MoneyTalk, how to decide if you should do a Roth conversion.
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 4/11/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 4/11/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!
