UpFront
A New, Increased ‘Safe’ Withdrawal Rate?
Based on Morningstar's annual model, retirees may draw down a higher percentage of savings over a 35-year time horizon, thanks in part to elevated interest rates.
Reported by Alex Ortolani
Art by Irene Servillo
To access this premium content, please sign up for a free account!
You Might Also Like:
3 New QDIA Recommendations Approved by ERISA Advisory Council
The council aims to establish a safe harbor for IRA investment rollovers and to enhance participant education on retirement plan...
Opinions |
Securing Retirement: 2025 Trends in DC Retirement Income Solutions
The IRIC’s executive director shares expectations for what to expect from defined contribution plans next year.
DOL Advisory Group Continues Discussion of QDIA Decumulation Guidance
The ERISA Advisory Council members are reviewing proposed recommendations about defaulting participants into a retirement income product.