Revisiting the 4% Rule
Must-Know Info for Your Clients’ Retirement Wealth and Wellbeing

A popular personal finance principle set the starting percentage of assets a retiree could safely withdraw from their portfolio at 4% and would be adjusted for inflation as time goes on. However, retirees generally spend more in the early years of retirement and dial it down as they truly enter their golden years. With inflation still impacting pocketbooks and recession fears looming, is the 4% a good idea? In this lab, we’ll explore the viability of the 4% rule in the current market environment & the considerations advisors need to contemplate when advising clients.

The InvestmentNews Retirement Income Lab delivers timely, practical programming efficiently so you can get new ideas and put them to work fast. These interactive, virtual sessions provide a deep dive on critical retirement income topics. Join us and gain knowledge on the latest trends in retirement income solutions, products, and investment advice to enable you to help your clients and grow your practice!