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    What Do You Mean a Roth IRA (and a Backdoor Roth)?

    The 4% Withdrawal Rule

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    The 4% Withdrawal Rule

    The 4% rule of thumb serves as a guideline to determine a “safe” withdraw rate (SWR) from retirement accounts intended to last a 30-year retirement period. The premise itself is straightforward – you withdrawn 4% of your total retirement portfolio in the first year of retirement. Going forward, the 4% withdrawal rate is adjusted for inflation. For example, let’s assume you saved $1 million for retirement. Year 1 would mean you withdraw $40,000 ($1,000,000 x 4%). Year 2 wo

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