4% Withdrawal Rule

There’s growing concern among industry experts about whether the popular 4% withdrawal rule can provide enough income during retirement, but there's little discussion on the crucial role taxes play in determining how much cash you will have on hand. That’s why consulting with a Financial Professional with tax knowledge should be a critical part of your wealth management strategy if you want to help ensure that you have enough money to pursue the retirement you've envisioned. The 4% withdrawal rule, a widely used approach to determining annual withdrawal rates, may not be sufficient to keep up with inflation or provide a predictable amount of income for retirees. Contact us today to get the tax guidance you need to secure your retirement.