What’s the optimal annual withdrawal rate on investment portfolios? We examine the popular “4% rule” and other strategies to ensure safe withdrawals. We consider the current high stock market valuation, budgeting, and probabilities of success over the past 150 years. This course is taught by a financial expert who is not working as a financial advisor.
Tony Elkins recently retired from a 40-year career in private equity and Wall Street. He holds an MBA from NYU’s Stern School in finance and international business.