5 Alternatives To The 4% Retirement Withdrawal Rule, Ep #321

Retirement Starts Today

Do you wish you had more optionality when it comes to designing your retirement? In this episode of Retirement Starts Today, we’ll explore an article from Forbes that poses five alternatives to the 4% rule that you may want to explore for your retirement withdrawal strategy.

In our retirement headlines segment Bret and I team up to answer a question that both Google and ChatGPT got wrong. Find out what it is by listening until the end!

Outline of This Episode

• [2:22] The types of spending strategies that can be used in retirement
• [13:30] Is creating a donor-advised fund a good way to avoid IRMAA?

Resources & People Mentioned

• Boomer Benefits
• Boomer Benefits Facebook group
• Forbes article
• Want to help me with my book? Take this survey!
• Schedule a meeting with me to see if we would be a good fit
• Trusted sources for financial information - Ed Slott, IRS.gov, Kitces.com

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