Retirees: Here’s What Your Portfolio Withdrawal Rate Should Be in 2024

Morningstar, Inc.
Morningstar, Inc.
16.5 هزار بار بازدید - 5 ماه پیش - 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



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5 ماه پیش در تاریخ 1402/11/14 منتشر شده است.
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