3.3% rule

concept
3 mentions 1 recordings first heard Nov 2021 last heard Nov 2021 ±0 vs the 6 months before

Proposed safe withdrawal rate of roughly 3.3 % of portfolio per year

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Anne TergesenWSJ Your Money Briefing · Does the '4% Rule' for Retirement Need Updating? · 5:00 · Nov 2021
…And you know, generally, they boil down to this principle of like the 3.3% rule, what you do is you take 3.3% of your portfolio out in year one.…
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Anne TergesenWSJ Your Money Briefing · Does the '4% Rule' for Retirement Need Updating? · 4:53 · Nov 2021
…Yes, so if 3.3% is not enough for you, then there are different ways that you can take a higher amount.…
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Anne TergesenWSJ Your Money Briefing · Does the '4% Rule' for Retirement Need Updating? · 3:50 · Nov 2021
…So when you plug in lower future returns into the models, it looks like the safe withdrawal rate, the one that would enable you to make your money last for 30 years, is more like 3.3% rather than 4%.…
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