One Withdrawal Rate to Rule Them All. Really?

Oct 20, 2014 / By Jim Otar, CFP
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Advisors try to pack all of a retiree’s expenses into one overarching withdrawal rate like 4%. But clients have different spending needs and a different risk capacity associated with each of those needs. For a better outcome, calculate multiple withdrawal rates depending on a client’s essential, basic, and discretionary expenses.

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