More Rethinking 4% SWR

[aim-high]

Here's an article once again rethinking the 4% SWR. With the right Financial Advisor (JP Morgan) you can withdraw more.

Quote:

Now, J.P. Morgan is entering the fray with an alternative to the 4% rule of its own. The good news: You’re likely to be able to withdraw more than 4% of your account’s balance each year. The bad news: The method is fairly complicated to implement, so you will need the help of a financial adviser (which is good news for J.P. Morgan, which employs a network of them.) The bank’s “Dynamic Withdrawal Strategy” adjusts both withdrawal rates and a portfolio’s investment allocations annually, in response to changes in both the markets and a retiree’s personal circumstances.

Rethinking the 4% retirement spending rule - Encore - MarketWatch

[Midpack]

Same original source as this FWIW http://www.early-retirement.org/foru...swr-70825.html

[aim-high]

Thanks...Mods, go ahead and lock this one / point to the other.