Capital Investment Advisors

#4 – The 4% Rule of Thumb for Happy Retirees

Today we’re talking about one of the most important rules you can learn and understand as you plan for retirement. The 4% Rule is an indicator for retirees to determine how to utilize your savings for income in your post-career years. Recently, some exciting news broke in the financial world that may mean you could retire months or even years ahead of your current schedule.


In this episode, Wes explains how it works, discusses the controversy the rule has faced over the years, the exciting new development to this rule, and how retirees can use The 4% Rule to support their happy retirement.


4% Rule – background, history, and a general outline of Bengen’s study

Good News For Retirees Seeking Consistent Income: The 4% Rule Of Thumb Could Now Be 4.5%

This information is provided to you as a resource for informational purposes only and is not to be viewed as investment advice or recommendations.  Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved.  There will be periods of performance fluctuations, including periods of negative returns and periods where dividends will not be paid.  Past performance is not indicative of future results when considering any investment vehicle. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions.  Investment decisions should not be made solely based on information contained in this article. The information contained in the article is strictly an opinion and it is not known whether the strategies will be successful. There are many aspects and criteria that must be examined and considered before investing.

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