Data & Research December 11th, 2024 Morningstar Drops Recommended Safe Withdrawal Rate to 3.7% According to analysts, higher equity valuations and lower fixed-income yields caused them to reduce their average safe withdrawal rate from...
Data & Research November 14th, 2023 Morningstar Ups Safe Starting Retirement Withdrawal Rate to 4% Higher fixed-income yields and lower long-term inflation estimates led to Morningstar raising the starting retirement withdrawal rate from last year’s...