The State of Retirement Income: Safe Withdrawal Rates  

What’s a safe withdrawal rate for retirees? We estimate 3.3%. However, there are various factors that could affect this percentage, resulting in the retiree withdrawing a significantly higher amount. This report explores ways that retirees can make their savings last longer without compromising their standard of living.    

In this report, you will learn:
  • What portfolio allocations will support higher lifetime withdrawal rates
  • How a more flexible spending approach can result in safely sustaining higher withdrawal rates
  • Strategies that can be implemented to increase a retiree’s sustainable withdrawal rate
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