Retirees: Here’s What Your Portfolio Withdrawal Rate Should Be in 2024
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5 ماه پیش
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Guaranteed income sources like Social
Guaranteed income sources like Social Security and annuities can impact portfolio spending.
00:00 Introduction
00:45 Can Retirees Withdrawal 4%?
02:30 What Equity Exposure Should Retirees Maintain?
03:52 Can Retirees Who Are Willing to Adjust Their Spending Take More Than 4%?
05:17 Implications for Safe Withdrawal Rates
06:41 Social Security and Annuities
What to watch from Morningstar.
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Read what our team is writing.
Christine Benz https://www.morningstar.com/authors/3...
Follow us on social.
Facebook: Facebook: MorningstarInc
Twitter: Twitter: MorningstarInc
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LinkedIn: LinkedIn: 5161
00:00 Introduction
00:45 Can Retirees Withdrawal 4%?
02:30 What Equity Exposure Should Retirees Maintain?
03:52 Can Retirees Who Are Willing to Adjust Their Spending Take More Than 4%?
05:17 Implications for Safe Withdrawal Rates
06:41 Social Security and Annuities
What to watch from Morningstar.
What to Have on Your Tax Radar for 2024 What to Have on Your Tax Radar for 2024
Ed Slott: Roth Conversions Especially Attractive Before 2026 Ed Slott: Roth Conversions Especially...
How to Rebalance Your Investment Portfolio Before 2024 How to Rebalance Your Investment Port...
5 Portfolio Lessons From 2023 5 Portfolio Lessons From 2023
Read what our team is writing.
Christine Benz https://www.morningstar.com/authors/3...
Follow us on social.
Facebook: Facebook: MorningstarInc
Twitter: Twitter: MorningstarInc
Instagram: Instagram: morningstar..
LinkedIn: LinkedIn: 5161
5 ماه پیش
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