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Retirement Planning

Safe Withdrawal Rate

The rate at which you can withdraw from a portfolio each year with a high probability it will last through retirement.

The safe withdrawal rate is the pace of spending a portfolio can sustain over a long period without running out. The 4% rule is the best-known example, though the appropriate rate depends on time horizon, asset allocation and market conditions.

Examples

  • Some early retirees choose a more conservative 3–3.5% to account for longer horizons.

Related terms

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Retirement Planning
Article

Understanding the 4% Rule

The 4% rule offers a simple starting point for how much you might withdraw from a portfolio each year — but it's a guideline, not a guarantee.

Retire Early Guide Team2 min

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