4 Percent Rule



As retirement approaches, emotions run high, and uncertainties about income withdrawal can cloud the excitement. Join us as we break down the 4% Rule, a game-changing strategy developed by advisor William Bengen over 30 years ago. Discover how retirees have historically been able to withdraw 4% of their account value annually, significantly reducing the risk of running out of money during their lifetime. While guarantees in life are rare, we explore the historical success of this rule, even during challenging market conditions in the late 1960s. If you're ready to demystify the 4% Rule and gain insight into securing a financially sound retirement, give us a call today.