Category: Retirement Classes

Free Online Retirement Planning Class – Don’t Cheat Yourself With the 4% Rule

Free Online Retirement Planning Class – Don’t Cheat Yourself With the 4% Rule

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Published: May 30, 2019

Our next online retirement planning class, Don’t Cheat Yourself With the 4% Rule, will be Thursday, August 22, 2019. About the Class Many retirees and advisors gravitate to simple rules of thumb, like the 4% rule, which says you can safely withdraw 4% of your portfolio each year, increase that withdrawal with inflation, and expect to have your income last for life. Do such rules work? Certainly, they’re useful when you’re age 40 and planning for retirement 20 to 30 years away. But as you get closer to retirement, these rules can work against you. This class will show you what to watch out for,