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How to Implement (And Do Better Than) the 4% Rule

James · June 14, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses how to implement (and do better than) the 4% rule.

Questions Answered: 

  • How can you maximize your withdrawal strategy?
  • What should you consider in terms of withdrawing funds from your investments?
  • How can you ensure you reach your retirement goals?

We’re on YouTube! 

Check us out here for more content to help you create a secure retirement: YouTube – Root Financial Partners

 Key Takeaways:

  • Traditional withdrawal rates and the 4% withdrawal rate specifically isn’t a bad place to begin, but there may be opportunities to create more income when following certain rules.
  • Create a plan that plans for your withdrawal goals, not your friends/neighbors/coworkers!
  • Can you increase your withdrawal rate as you age?

If you want to learn how to maximize your income in retirement, you’re going to love this episode.

Timestamps:

2:52 – Withdrawal Rate Questions

6:11 – How To Never Run Out Of Money

9:42 – Withdrawal Examples

14:14- Order of Operations

17:09 – How To Increase Spending Without Running Out Of Money

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