Ryan explains estimating rate of return in retirement. Estimating Rate of Return How do you estimate future rate of return in retirement? We like to look into our crystal ball to know exactly what will happen in the future. No, unfortunately this isn’t true and...
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...
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...
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...
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...
We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you.