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The 4% Rule is Not Safe in a Low-Yield World

The 4% Rule is Not Safe in a Low-Yield World

 

by

 

Michael Finke, Ph.D., CFP®

Wade D. Pfau, Ph.D., CFA

David M. Blanchett, CFA, CFP®

 

Brief Biographies:

 

Michael Finke, Ph.D., CFP®, is a professor and Ph.D. coordinator in the Department of Personal Financial Planning at Texas Tech University (Michael.Finke@ttu.edu).

 

Wade D. Pfau, Ph.D., CFA, is a professor of retirement income at the American College (wadepfau@gmail.com).

 

David M. Blanchett, CFA, CFP®, is head of retirement research at Morningstar Investment Management (david.blanchett@morningstar.com).