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Squire provides complete and personalized tax management and planning solutions to meet your needs.

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Squire provides complete and personalized tax management and planning solutions to meet your needs.

Calculating a safe withdrawal rate from a retirement portfolio

This article examines the question of what a safe and sustainable annual withdrawal rate for retirees is. The 4% rule for retirement spending is based on historical data, but is it appropriate for the current market realities of low interest rates and high stock market valuations?