Crews Bank & Trust Blog

Chart of the Day: 4.2% Withdrawal Rule

Written by Samuel A. Kiburz | May 11, 2023

Today's chart from Morningstar shows there is a 90% chance you would not run out of money during your life following these projected safe withdrawal rates based on equity weightings. For example, theoretically over 25 years, withdrawals can be as high as 4.2% annually with 70% of your portfolio in stocks.