John Rekenthaler, vice president of research for Morningstar Research Services, explains how Morningstar’s study confirmed the 4% retirement rule and discusses why it’s important for new retirees to be flexible with their spending.

Six Retirement Withdrawal Strategies that Stretch Savings

What Has Changed with Retirement Withdrawal Rates?

Trade Offs to a Conversative Start with Your Portfolio

Risks and Benefits of Changing a Portfolio’s Stock Allocation

Flexible Spending Strategies  

The Role of Guaranteed Income

Key Takeaways

Read about topics from this episode.  

Six Retirement Withdrawal Strategies that Stretch Savings

Morningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal Rule

The Good News on Safe Withdrawal Rates

The Best Flexible Strategies for Retirement Income

What to watch from Morningstar.

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Read what our team is writing:

Ivanna Hampton

John Rekenthaler

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