Revisiting Portfolio Withdrawal Rates: Insights from the Latest Research
During retirement, the primary concern for many retirees is withdrawing funds at a sustainable rate without depleting their portfolio during their lifetime. As we continue…
Eric Yan, CFP®
Advisor
One of Eric’s favorite things about his work is seeing clients make smart financial decisions and living their lives to the fullest. When he’s not analyzing data and working on financial plans, you can find Eric running ultramarathons. His longest distance to date is just over 120 miles.
Designed to Go the Distance: Portfolio Withdrawal Rates for “Times Like These”
Like pacing for a marathon, withdrawing funds from an investment portfolio during retirement is a balancing act. Withdraw too much and you risk running out…