The Encore — Wednesday, May 6, 2026

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Wednesday, May 6, 2026

Good morning. Today we go deep on one retirement topic worth understanding.

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Wednesday · The Deep Dive · 3 Sections · ~7 Min Read

Wednesday Deep Dive Edition • May 6, 2026

This Week's Topic: The 4 Percent Rule
THE DEEP DIVE

What It Is

The 4 percent rule is a retirement withdrawal guideline that suggests you can safely withdraw 4 percent of your portfolio in your first year of retirement, then adjust that dollar amount for inflation each year after. It came from a 1994 study by financial planner Bill Bengen, who looked at historical market returns and concluded this approach gave retirees a strong chance of not running out of money over a 30-year retirement. For example, if you retire with $500,000 saved, you would withdraw $20,000 in year one, then increase that amount slightly each year to keep pace with rising prices.

Why It Matters for Retirees

One of the biggest fears in retirement is outliving your savings, and the 4 percent rule gives people a starting point for planning how much they can spend. It provides a simple framework when you are trying to figure out whether your nest egg is truly enough to support your lifestyle. Having a withdrawal strategy also helps you avoid the two extremes that hurt retirees: spending too much early on and running short later, or being so frugal that you never enjoy the money you worked decades to save.

Common Mistakes People Make

Many people treat the 4 percent rule as an ironclad guarantee rather than a flexible guideline based on historical data that may not repeat. Others forget that it assumes a balanced portfolio of stocks and bonds—if your investments are too conservative, the math changes significantly. Some retirees also ignore the rule entirely, withdrawing whatever feels right in the moment without considering how market downturns or longer life expectancy could affect their money decades down the road.

What Thoughtful People Consider

Smart planners recognize that your withdrawal rate should flex based on market conditions, your health, other income sources like Social Security, and how much you want to leave to heirs. Many financial experts now suggest a range of 3.5 to 4.5 percent depending on your personal situation and risk tolerance. Others prefer a dynamic approach where you reduce withdrawals during bad market years and allow yourself a bit more during good ones.

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PRODUCT SPOTLIGHT

Empower Retirement Planner

Empower offers a free online retirement planner that lets you run different withdrawal scenarios and see how long your money might last under various conditions. It is best for retirees who want to test whether 4 percent—or some other rate—actually works for their specific savings and spending needs. The pro is that it pulls in all your accounts automatically and runs projections in seconds. The con is that like any calculator, it relies on assumptions about future returns that nobody can predict with certainty. Try Empower's free retirement tools here

READER Q&A

Q: I'm 64 and planning to retire next year. With inflation being what it is lately, is the 4 percent rule still safe to follow?

That is the question many financial planners are wrestling with right now. The original 4 percent rule was designed to survive even tough periods like the stagflation of the 1970s, but some experts suggest being a bit more conservative—perhaps starting at 3.5 percent—if you are retiring during uncertain economic times. The good news is that you do not have to pick one number and stick with it forever. Many retirees start with a conservative withdrawal rate and then adjust upward if their portfolio performs well or if they begin receiving Social Security. The key is staying flexible and reviewing your plan each year rather than setting it and forgetting it. Browse retirement books on Amazon

This newsletter is for informational and educational purposes only. Nothing here is personalized financial tax or legal advice. Always consult a qualified professional. Some links may be affiliate links.

This newsletter is for informational and educational purposes only. Nothing here is personalized financial, tax, or legal advice. Always consult a qualified professional before making financial decisions. Some links may be affiliate links — we may earn a commission at no cost to you.

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