Upcoming Chapter Meeting: AAII Research Triangle

Posted on February 2, 2013 | Local Chapters


Date: Saturday, February 9, 2013
Topic: Debunking the 4% Rule
Speaker: Raul Elizalde, President, Path Financial LLC

The 4% rule states that you can safely withdraw 4% of your retirement portfolio and expect that it will last through retirement. William F. Sharpe, a Nobel Prize winner in economics, called it the “most endorsed, publicized and parroted piece of advice that a retiree is likely to hear.” Elizalde will explore this rule in depth and see whether it offers good guidance during retirement.

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