What Rate of Return Do You Need for a Comfortable Lifestyle?

According to this article, you can withdraw 4.5% out of taxable accounts per year and your money will last at least 30 years under most scenarios.

I don’t have his supporting material to double check his numbers, but I do know there are a lot of variables involved in coming to this conclusion.

Do you know what your number is for retirement?

Contact me and I’ll try to help you figure that out.

LINK TO FULL ARTICLE

 



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The Dow Jones Industrial Average is an unmanaged, price-weighted index of 30 large capitalization stocks with dividends reinvested.

The Standard & Poor’s 500 Index (“S&P 500”) is an unmanaged, market capitalization weighted index of 500 widely held stocks, with dividends reinvested, and is often used as a proxy for the stock market.

The Nasdaq Composite is an unmanaged, market capitalization weighted index of stocks listed on the Nasdaq Stock Exchange, and are reported as price return without reinvestment of dividends.

Indexes are often used as a proxy for the stock market and cannot be invested in directly.