Inheritance | HighPass Asset Management

4% Rule – Three Important Questions Before You Use It

by Ethan S. Braid, CFA | May 29, 2024 | Blog, Retirement Planning

The inflation adjusted 4% rule is a common retirement spending strategy. To follow the rule, you spend 4% of your portfolio in your first year of retirement and then increase your spending every year thereafter by 3% to account for inflation. To see if...

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4% Rule – Three Important Questions Before You Use It

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