Monthly Market Update – March 2023
After a strong January, markets softened in February. U.S. markets were down by low single digits, international markets dropped, and emerging markets performed worst of all. The primary drivers were the disappointing inflation data and rising longer-term interest...
What is a Reasonable Rate of Return in Retirement?
Ryan speaks to what Rate of Return to aim for in retirement. Rate of Return in Retirement We always like to think that rate of return is a function of risk. Meaning, that the higher the risk you may want to take, the higher the rate of return might be. On the flip...
How Safe is the 4% Withdrawal Rate for Retirement?
Ryan shares SRP’s perspective on the reliability of the “4% plan” in retirement. SRP’s Approach to Annual Withdrawal Rate There is a lot of research available on the validity of the 4% withdrawal rate in retirement. The idea is that, in any...
Retirement 101: The Optimal Withdrawal Strategy for a Secure Retirement
Gabe puts the ‘S’ in SRP with this brief guide to strategic retirement planning. What is the Best Retirement Withdrawal Strategy? The optimal strategy for retirement typically consists of the following key factors: Social Security income Pre-taxed 401k...
What Amount of Money do I Need in my 401k to Retire?
Ryan shares his advice on the amount of money needed for retirement. The Two Key Factors in Determining 401k Savings How much money do I need in my 401k to retire? Unfortunately, there isn’t a simple plan or a simple answer to answer this question. At Strategic...Ready to Get Acquainted?
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