Understanding the 4% Rule and Safe Withdrawal Rates

Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

The 4% rule has become a standard used by many investors to determine the amount they can safely withdrawal in retirement. But most don't know where it came from, the assumptions used for it and how safe withdrawal rates can be impacted by the many factors we deal with as investors. In this episode we take a deep dive into the 4% rule and the concept of safe withdrawal rates and look at the answers to those questions.

We hope you enjoy the discussion.

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