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  2. How to plan your retirement withdrawal strategy: 4 smart ...

    www.aol.com/finance/maximizing-returns-from...

    1. Your current and future tax brackets. Where you fall on the tax bracket ladder now and where you might be in the future can help shape your withdrawal strategy. This is especially true for ...

  3. What is the 4% rule for retirement withdrawals? - AOL

    www.aol.com/finance/4-rule-retirement...

    The 4% rule is a popular retirement withdrawal strategy that suggests retirees can safely withdraw the amount equal to 4% of their savings during the year they retire and then adjust for inflation ...

  4. Morningstar Gives the 4% Rule a Thumbs Up - Can You ... - AOL

    www.aol.com/4-rule-retirement-withdrawals-might...

    There's been an ongoing debate about whether retirees should abandon the "4% rule" for withdrawals from retirement accounts, a retirement income rule of thumb for decades. The market volatility of ...

  5. William Bengen - Wikipedia

    en.wikipedia.org/wiki/William_Bengen

    William P. Bengen is a retired financial adviser who first articulated the 4% withdrawal rate ("Four percent rule") as a rule of thumb for withdrawal rates from retirement savings; [1] it is eponymously known as the "Bengen rule". [2] The rule was later further popularized by the Trinity study (1998), based on the same data and similar analysis ...

  6. Retirement spend-down - Wikipedia

    en.wikipedia.org/wiki/Retirement_spend-down

    A portion of retirement income often comes from savings, sometimes referred to as a nest egg. Analyzing one's savings involves a number of variables: how savings are invested (e.g., cash, stocks, bonds, real estate), and how this changes over time; inflation during retirement; how quickly savings are spent – the withdrawal rate

  7. The 4% rule for retirement: Is it time to rethink this ... - AOL

    www.aol.com/finance/4-percent-rule-retirement...

    The 4% is a retirement planning rule that suggests you can safely withdraw 4% of your retirement portfolio balance each year, adjusted for inflation, without running out of money. It assumes a 30 ...

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