NOT FOR REPRINT
The 'Tiresome' Persistence of the 4% Rule
Analysis June 17, 2024 at 04:42 PM
Share & Print
What You Need To Know
- Despite its flaws, the 4% safe withdrawal rule remains a popular talking point.
- The world of fiduciary financial planning has moved on to more comprehensive and rigorous approaches.
- Experts say it is important for advisors to help put rules of thumb into their proper context.
NOT FOR REPRINT
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
Immediate Answers to Critical Tax Questions At Your Fingertips
Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts.
Get More InformationRecently Added Q&As
What is a high deductible health plan for purposes of an HSA?
Get Answer
Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
Get Answer
Is the value of employer-provided coverage under accident or health insurance taxable income to an employee when the coverage is provided for the employee’s spouse, children or dependents?
Get Answer
What auto-enrollment rules apply to 401(k) plans starting in 2025?
Get Answer
What are the penalties for failing to comply with the FBAR filing requirements?
Get Answer
What are the payment options that must be made available to employees on FMLA leave?
Get Answer
Can a 401(k) plan sponsor distribute a former participant’s account balance without consent after the participant separates from service?
Get Answer
Can participation in a health FSA impact an individual’s ability to contribute to an HSA?
Get Answer
