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The 4% rule

The 4% rule is a retirement income rule. The theory goes that if you take no more than 4% of your portfolio as income then it will last at least 30 years. The origins of this rule are based on equity and bond returns in a 60% equity 40% bond portfolio. The income doesn’t have to stay static; the amount taken can safely be increased by inflation ie index-linked.

2021-03-21T09:30:38+00:0002/09/2019|

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