Skip to content

Thinking about your family's future? Attend one of our upcoming Trust Seminars and learn how thoughtful planning can make a lasting difference. Register here.
Investments are not FDIC insured, not deposits, and may lose value.

Get Started 863-222-7005

Chart of the Day: 4.2% Withdrawal Rule

Crews Bank & Trust Wealth Management Services May 11, 2023
chart shows safe withdrawal rate percentages

Contents

Today's chart from Morningstar shows there is a 90% chance you would not run out of money during your life following these projected safe withdrawal rates based on equity weightings. For example, theoretically over 25 years, withdrawals can be as high as 4.2% annually with 70% of your portfolio in stocks.
Chart of the Day

About the Author

Crews Bank & Trust Wealth Management Services
Crews Bank & Trust Wealth Management Services

Experienced professionals from our wealth management services team can help you achieve a bright financial future through investment strategies tailored to you. We’ll show you all of the options available and help you choose the ones best suited to you. We’ll provide high-quality, personal service as we work toward your goals together. Our Portfolio Managers do not receive commissions on trades; our recommendations of investments are based solely on your best interests.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

Previous
Chart of the Day: 50 Year Cost of College
Next
Details on Federal Mortgage Fee Adjustments

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.