The New Safe Withdrawal Rate for 2025

Episode 58 January 19, 2025 00:13:54
The New Safe Withdrawal Rate for 2025
The Atlas Annuity Podcast
The New Safe Withdrawal Rate for 2025

Jan 19 2025 | 00:13:54

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Hosted By

Marty Becker

Show Notes

Is the 4 percent rule outdated?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:

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.

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