Investments will LOWER Your Potential Retirement Income! (Safe Withdrawal Rate)

Updated: Oct 16, 2020


About 4 years ago, Morningstar Research, Inc., adjusted their recommendations of a 4% "safe" withdrawal rate... to a 2.8% "safe" withdrawal rate.

Morningstar: Time for the 3% Withdrawal Rule?

http://www.morningstar.com/cover/videocenter.aspx?id=582877

Seeking Alpha: Is The 4% Rule Becoming The 2% Rule? https://seekingalpha.com/article/3557356-4-percent-rule-becoming-2-percent-rule

Chicago Tribune: The Journey: Study Warns 4% retirement rule is no longer safe

http://articles.chicagotribune.com/2013-02-22/business/sc-cons-0221-journey-20130222_1_withdrawal-rate-nest-egg-jonathan-guyton

Morningstar: What History Says About Safe Retirement-Withdrawal Rates

http://www.morningstar.com/cover/videocenter.aspx?id=733605


ThinkAdvisor: Wade Pfau: Coronavirus Tears Up 4% Rule