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Assets following model portfolios grew to $349 billion as of March 2022, according to financial services firm Morningstar. That's an estimated 22% increase between June 30, 2021, and March 31, 2022.
A new report from Morningstar recommends the safe withdrawal rate for retirees in 2025 is a mere 3.7% — a significant adjustment from the decades-old 4% rule that had dominated retirement planning.
According to a Morningstar Inc. recommendation released this week, ... The new withdrawal rate is based on a conservative retirement savings portfolio that consists of 20% to 40% in stocks, 10% in ...
The 4% rule has long provided guidance to retirees on how to maintain a safe withdrawal rate from retirement accounts. But with today’s low bond yields and stock market volatility, this once ...
Retirees with shorter time horizons of 10 to 15 years can use a higher withdrawal rate if using a conservative portfolio mix than they can with a more stock-heavy one, according to Morningstar.
Many retirees follow a 4% withdrawal rule. Essentially, they withdraw 4% of their portfolio each year to cover expenses and hope that the portfolio appreciates by more than 4% in the same year.
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