Infrastructure changes to the CPA Exam in 2024
Resources

The Continuing Saga of the 4% Rule

Jun 25, 2024 · 1 hour 29 min watch

SECTION

EXCLUSIVE

Resource

available

William P. Bengen first developed the 4% withdrawal rate as a rule of thumb for retirement spending in 1994. Now Bengen himself is retired and able to offer insights on everything he has learned about retirement saving and spending over the years.

Bengen will cover the following topics in his presentation:

  • Creating a withdrawal plan using the latest understanding of related factors

  • Monitoring a withdrawal plan for its long-term viability

  • When and how to make adjustments to a withdrawal plan

Download the The Continuing Saga of the 4% Rule

File name: The Continuing Saga of the 4% Rule.pptx

Reserved for AICPA® & CIMA® Members and PFP Section Members

Already a member of the AICPA or CIMA? Or a PFP Section Member?

Log in with your account
 
Forgotten email
Forgotten password

Not a member of the AICPA or CIMA? Or a PFP Section Member?

To gain access to exclusive content, your first step is to join the AICPA or CIMA.

Discover the benefits of:

Related content

}