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RBS 181: Is The New Safe Withdrawal Rate 3.7%?

EPISODE · Jan 1, 2025 · 23 MIN

RBS 181: Is The New Safe Withdrawal Rate 3.7%?

from The Rob Berger Show · host Rob Berger

Morningstar recently released its annual State of Retirement Income report. According to its calculations, the new safe withdrawal rate is 3.7%. The report offers some excellent data and analysis that can help us as we build our retirement income strategy.Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

What this episode covers

Morningstar recently released its annual State of Retirement Income report. According to its calculations, the new safe withdrawal rate is 3.7%. The report offers some excellent data and analysis that can help us as we build our retirement income strategy. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...

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RBS 181: Is The New Safe Withdrawal Rate 3.7%?

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This episode is 23 minutes long.

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This episode was published on January 1, 2025.

What is this episode about?

Morningstar recently released its annual State of Retirement Income report. According to its calculations, the new safe withdrawal rate is 3.7%. The report offers some excellent data and analysis that can help us as we build our retirement income...

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