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Tag Archive: historical performance of the 4% rule

Is the 4% Rule Dead?

Is the 4% Rule Dead?

Written By: Mark MacDonald | Sage Financial Partners Listen carefully. Do you hear it? The doleful sound in the distance is a bugler playing taps. He’s mourning the demise of the 4% Rule. May it rest in peace. For decades, the 4% Rule was the benchmark adopted by financial planners to determine how to take retirement fund distributions in a way that would: a)  Maximize your retirement income b)  Protect you from running out of money for at least 30 years The 4% Rule was...

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