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What's the Most Efficient Withdrawal Strategy?

Morningstar research found that the 4% withdrawal rate is not as practical for retirees as many think, while an optimal approach combines mortality rates with portfolio performance.

What's the Most Efficient Withdrawal Strategy?

Christine Benz: Hi, I am Christine Benz for Morningstar. One of the linchpins of a successful a retirement plan is settling on a sustainable withdrawal rate. Joining me to share some recent research into this area is David Blanchett. He is head of retirement research for Morningstar Investment Management.

David, thank you so much for being here.

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