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Six Retirement Withdrawal Strategies that Stretch Savings

What’s the safe retirement withdrawal rate in 2023?

For many investors, 4% sounds like the magic retirement withdrawal rate. Our research suggests the same, but fluctuating market valuations and rising inflation could threaten the security of retirement plans.

In the State of Retirement Income, Morningstar researchers modeled the safe retirement drawdown rate for 2023.

The report compares six retirement withdrawal strategies that can extend an investor’s retirement income. With data-driven plans, financial advisors can help clients feel secure and comfortable in the next stage of their financial lives.

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What's Inside:

  • Understand how safe withdrawal rates have changed over time.
  • Compare six dynamic drawdown strategies that could extend your clients’ nest egg.
  • Assess the trade-offs of withdrawal strategies to customize plans for your clients.

Get the Report