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Tag: 4% Rule

4% Rule Is Still Relevant, Make Sure You Understand It

Posted on March 3, 2023March 3, 2023 by Doreen

In retirement, how much of your savings and investment can you spend without running out of money? William Bengen, a financial counselor, produced a paper answering this subject in 1994

What The ‘4% Rule’ Actually Means

Posted on June 6, 2022July 30, 2022 by Doreen

We should unpack the “4% rule,” laid out by Bill Bengen, distributed in the Journal of Financial Planning in 1994. Bengen’s exploration found that with regards to history, one might have taken…

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