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The longevity of a retirement portfolio is dramatically influenced by the initial withdrawal rate. The commonly cited safe rate of 4% is clearly a cautious guideline—as it should be. But what does history tell us about the range of sustainable withdrawal rates on a portfolio that must last 25 years?
What is the maximum annual withdrawal rate clients can take from their retirement portfolio and still see their investments last—and even grow—for 25 years?
A comprehensive review of 22 different retirement income strategies reveals how different factors such as alpha, beta, rebalancing, bucket strategies, glide paths, and more can affect a client’s sustainable withdrawal rate and lifelong income.
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