Posts

Webinar Replay: Myth Busting the 4% Withdrawal Rule in a Post-DOL World

Warren Wall and David Vick joined us to myth bust the 4% Withdrawal Rule. More advisors and researchers are discovering that a 4% systematic withdrawal plan (SWP) might not be in the client’s best interest.

Check out this fast-paced interactive dive into managing the sequence of returns and longevity risks. This session offers a practicing investment advisor’s approach to helping clients achieve better retirement outcomes by managing these risks that can undermine a 4% SWP.

Read more