Sustainable Withdrawal Rates for New Retirees in 2024
What is a sustainable withdrawal rate for new retirees in 2024? Is the 4% rule over-simplified and may not reflect today’s realities? Our newest whitepaper published with Wade Pfau, Ph.D, CFA, RICP, looks to answer this question and help provide financial professionals with the information they need to help develop a sustainable retirement plan for their clients..
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This Chart Demonstrates Fitted and Predicted Maximum Sustainable Withdrawal Rates
For 60/40 Asset Allocation, 30-Year Retirement Period, Net of Mutual Fund & Advisory Fees