Capital Investment Advisors

Massive Update to the Longstanding “4% Rule” – January 24, 2021

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Big news in the world of financial planning, and good news for prospective and current retirees. William Bengen, the original founder of the most important rule of thumb in financial planning, has a new perspective on what a safe withdrawal rate might look like. Multiple caller questions include “how should I take my RMD?” and “what will my retirement taxes look like with a pension?”

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