John Rekenthaler , Investing Insights

The 4% Retirement Rule is Just a Starting Point

29 Mar 2024 • 15 min • EN
15 min
00:00
15:54
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John Rekenthaler, vice president of research for Morningstar Research Services, explains how Morningstar’s study confirmed the 4% retirement rule and discusses why it’s important for new retirees to be flexible with their spending. Six Retirement Withdrawal Strategies that Stretch Savings What Has Changed with Retirement Withdrawal Rates? Trade Offs to a Conversative Start with Your Portfolio Risks and Benefits of Changing a Portfolio’s Stock Allocation Flexible Spending Strategies   The Role of Guaranteed Income Key Takeaways   Read about topics from this episode.   Six Retirement Withdrawal Strategies that Stretch Savings Morningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal Rule The Good News on Safe Withdrawal Rates The Best Flexible Strategies for Retirement Income   What to watch from Morningstar. New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy? Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich What’s Surprising Some Retirees About Their Social Security Benefits? SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?   Read what our team is writing: Ivanna Hampton John Rekenthaler   Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar...  LinkedIn: https://www.linkedin.com/company/5161/  

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