In 1994,the 4% rule was created. The idea was with a 50/50 mix of stocks and bonds, you could pull 4% out to live on and not run out of money over a 30-year retirement.  You can still find that rule on the internet today.  But does it take into account today’s huge inflation rate, or should we just throw out the concept altogether? John weighs in on the 4% rule and his planning process!  <a href="https://roseretirement.com/">Contact John today for a Complimentary Portfolio Review!  </a>

In 1994,the 4% rule was created. The idea was with a 50/50 mix of stocks and bonds, you could pull 4% out to live on and not run out of money over a 30-year retirement. You can still find that rule on the internet today. But does it take into account today’s huge inflation rate, or should we just throw out the concept altogether? John weighs in on the 4% rule and his planning process! Contact John today for a Complimentary Portfolio Review!

In 1994,the 4% rule was created. The idea was with a 50/50 mix of stocks and bonds, you could pull 4% out to live on and not run out of money over a 30-year retirement.&nbsp; You can still find that rule on the internet today.&nbsp; But does it take into account today’s huge inflation rate, or should we just throw out the concept altogether? John weighs in on the 4% rule and his planning process!&nbsp; <a href="https://roseretirement.com/" rel="noopener noreferrer">Contact John today for a Complimentary Portfolio Review!&nbsp;&nbsp;</a>

Does the 4% Rule Still Apply Today?

Join John Merkel, a seasoned and skilled professional with more than 22 years of experience, focuses on working with retirees, connecting each client with the right financial tools so they can enjoy retirement. John believes his clients deserve to work with a dedicated financial professional who has the highest level of integrity, honesty, and ethics.
The most important thing to him, though, is family. They love spending time together and making memories as a family. Rose Retirement is named after John’s daughter, Lindee Rose. John believes it’s important not only to educate others on preparing for retirement but also to take steps today that will leave a lasting legacy for his own family.

Business

Education

Investing

Join John Merkel, a seasoned and skilled professional with more than 22 years of experience, focuses on working with retirees, connecting each client with the right financial tools so they can enjoy retirement. John believes his clients deserve to work with a dedicated financial professional who has the highest level of integrity, honesty, and ethics. The most important thing to him, though, is family. They love spending time together and making memories as a family. Rose Retirement is named after John’s daughter, Lindee Rose. John believes it’s important not only to educate others on preparing for retirement but also to take steps today that will leave a lasting legacy for his own family.

Share Does the 4% Rule Still Apply Today?

Sign up to save your podcasts

Does the 4% Rule Still Apply Today?

Does the 4% Rule Still Apply Today?