In this episode, Ben Lavine and our guest Justin Sibears will discuss an article published by Justin in August 2017 titled “Impact of High Equity Valuations on Safe Retirement Withdrawal Rates.” They will focus on how a common retirement income strategy adopted by many financial advisors, the so-called 4% systematic withdrawal approach, is at risk of not meeting retirement income goals assuming a more muted outlook for U.S. stock and bond returns.
Advisor Success Series