We value your What's the Optimal Retirement-Portfolio Withdrawal Rate?
... income stream by withdrawing very little and others opting for higher withdrawal rates. ... as to whether our portfolio could support those withdrawals until we ... It wasn't a 'safe' withdrawal rate by anyone's definition, but neither ...
Investing Specialists | Morningstar | 08/07/2011Finding the Right Withdrawal Rate
... Note that these withdrawal rates assume that your withdrawals will step ... Thus, if you're hoping to leave assets to your heirs, you'll need to shrink your withdrawal rate, switch to a more aggressive asset allocation, save ...
Investing Specialists | Morningstar | 01/25/2011Are Your Retirement-Portfolio Withdrawals Fixed or Variable?
How to set an in-retirement withdrawal rate is a hot topic among ... Because the topic of withdrawal rates has many nuances, I queried posters ... of retirement distributions: whether retirees are taking fixed withdrawals from their ...
Investing Specialists | Morningstar | 06/03/2012Unpacking the 4% Rule for Retirement-Portfolio Withdrawals
... with shorter holding periods could employ a higher withdrawal rate than those ... d want to be more conservative about their withdrawal rates), as well ... Such individuals could reasonably employ more aggressive withdrawals.). ...
Investing Specialists | Morningstar | 01/26/2012Should Your Retirement-Portfolio Withdrawals Fluctuate With ...
... What started as a 4% withdrawal rate in year one would grow ... Sticking with fixed dollar withdrawals during a sustained bear market also ... with many studies converging around the idea that withdrawal rates should fluctuate ...
Investing Specialists | Morningstar | 02/09/2012For Retirement-Portfolio Withdrawals, Your Mileage Is Likely ...
... drive varying rates of withdrawals during retirement. Of course, some scenarios can't be anticipated. But thinking through the range of possibilities--and being willing and able to adjust your own withdrawal rate upward or ...
Investing Specialists | Morningstar | 02/02/2012How to Inflation-Adjust Your Retirement-Portfolio Withdrawals
... Assuming someone is using the 4% rule, calculating initial withdrawals is straightforward. ... noting that the matter of so-called safe withdrawal rates is far ... Kitces, have argued in favor of a flexible withdrawal rate that takes ...
Investing Specialists | Morningstar | 07/22/2011A Sample Moderate Retirement Portfolio in 3 Buckets
... with time horizons shorter than 30 years might safely nudge their withdrawal rates higher. ... here I've used one of our analysts' favorites, Gold-rated T. Rowe ... with a small stake in a bank-loan (or floating-rate) fund, Fidelity ...
Investing Specialists | Morningstar | 01/23/2013A Conservative Portfolio in 3 Buckets
... For investors steeped in the 4% rule for sustainable portfolio withdrawals, a 5.5% withdrawal rate would seem to ... planning expert Michael Kitces discusses in this video, the 4% rule stress-tested withdrawal rates during a ...
Investing Specialists | Morningstar | 01/23/2013A Sample Moderate Retirement Portfolio in 3 Buckets
... with time horizons shorter than 30 years might safely nudge their withdrawal rates higher. ... here I've used one of our analysts' favorites, Gold-rated T. Rowe ... with a small stake in a bank-loan (or floating-rate) fund, Fidelity ...
Investing Specialists | Morningstar | 10/25/2012
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