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The 4% Retirement Rule
Bucket Strategy Investing

The 4% Retirement Rule

December 6, 2017

You’ve heard of this whole four percent rule which says you shouldn’t take more than four percent of your portfolio. And in some cases, some people have narrowed it down to somewhere in between two and three percent. However, there may be a circumstance where you can take not just a little more than four percent but a lot more than four percent, and coordinate this with your Social Security strategy. So let’s go over this hypothetical scenario.