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2. What is the safe withdrawal rate for 2025? - AOL

   www.aol.com/finance/withdrawal-rate-american...

   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.

3. Is the 4% Rule Now the 8% Rule for Retirees? - AOL

   www.aol.com/4-rule-now-8-rule-191128668.html

   An interesting analysis completed by analysts at Morningstar actually suggested that the forward "safe" withdrawal rate may actually be sub-4% for 2025 onward, though some financial experts (Dave ...

4. Retirement spend-down - Wikipedia

   en.wikipedia.org/wiki/Retirement_spend-down

   In that scenario, a 4% withdrawal rate allowed the investor's funds to last 30 years. Historically, Bengen says closer to 7% is an average safe withdrawal rate and at other times withdrawal rates up to 13% have been feasible. [15] A 4% withdrawal rate is also one conclusion of the Trinity study (1998).

5. William Bengen - Wikipedia

   en.wikipedia.org/wiki/William_Bengen

   In that scenario, a 4% withdrawal rate allowed the investor's funds to last 30 years. Historically, Bengen says closer to 7% is an average safe withdrawal rate and at other times withdrawal rates up to 13% have been feasible. [9] The withdrawal rate has since become a staple of the financial service industry, adopted by several major financial ...

6. Suze Orman explains why people have to stop using this old ...

   www.aol.com/suze-orman-explains-why-people...

   The 4% rule is a simple rule designed to help people choose a safe withdrawal rate for their retirement funds. According to the rule, if you take 4% out of your retirement accounts when you first ...

7. Trinity study - Wikipedia

   en.wikipedia.org/wiki/Trinity_study

   The procedure for determining a safe withdrawal rate from a retirement portfolio in these studies considers only the uncertainty arising from the future returns to be earned on the investment. Another major uncertainty is the amount of spending that will be required each period to provide a given standard of living.

8. The ‘4% Rule’ for Retirement May Change: How Will ... - AOL

   www.aol.com/4-rule-retirement-may-change...

   For future withdrawals, they adjust the previous year’s dollar figure upward for inflation,” per CNBC. According to Morningstar research, that “safe” withdrawal rate declined to 3.7% in 2025.

9. How retirees can safely withdraw more from savings — and not ...

   www.aol.com/finance/retirees-safely-withdraw...

   The new withdrawal rate is based on a conservative retirement savings portfolio that consists of 20% to 40% in stocks, 10% in cash, and the rest in bonds with a 30-year time horizon, according to ...