• The New Safe Withdrawal Rate for 2025

  • Jan 19 2025
  • Length: 14 mins
  • Podcast

The New Safe Withdrawal Rate for 2025

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  • Summary

  • Is the 4 percent rule outdated? In this episode, we break down Morningstar’s latest research on safe withdrawal rates for retirement in 2025. Learn why the new rate is 3.7%, what it means for your retirement strategy, and how to balance spending and saving effectively.

    We’ll also explore:

    • The pros and cons of delaying Social Security.
    • How retirees’ spending patterns evolve over time.
    • Why annuities can provide guaranteed income and portfolio flexibility.

    If you’re planning for retirement or looking for strategies to maximize your income, this episode is packed with insights to help you make confident decisions.

    Don’t forget to subscribe and share!
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