A Baby Boomer Retirement Quiz You Can’t Afford To Fail

What Is The 4% Rule?

Money Rules for Retirement-1207749887
Retry Correct Incorrect While not a universal condition, the 4% rule suggests you can withdraw 4% of your retirement fund each year to ensure you don’t run out of money.
Xinhua / Liu Jie via Getty Images
Xinhua / Liu Jie via Getty Images

What Is The 4% Rule?

  • Invest at least 4% of your income from 18-years-old through retirement
  • No more 4% of your retirement funds should be lost to broker fees
  • You can withdrawal 4% of your retirement funds annually without running out of money
  • No more than 4% of your investments should be in any single company.
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