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Is the 4% Withdrawal Rule Still Viable?

The well-known retirement rule of thumb is still a reasonable starting point, but investors will want to customize their strategy based on investment expenses, their time horizon and allocation, market performance, and more, says Vanguard's Maria Bruno.

Is the 4% Withdrawal Rule Still Viable?

Christine Benz: Hi, I'm Christine Benz for Morningstar.com. Setting a sustainable withdrawal rate is a key factor in success during retirement. I recently sat down with Maria Bruno, a senior investment analyst at Vanguard, to discuss her research on withdrawal rates.

Maria, thank you so much for being here.

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