The AAII Research Triangle Chapter presents...

Debunking the 4% Rule

    Discussed by:

    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.” We will explore this rule in depth and see whether it offers good guidance during retirement.

Attend This Meeting and Learn...
Why this rule implies some assumptions about markets that may not be realistic
What investments make sense in a portfolio that must last through retirement
How to estimate a withdrawal rate that makes sense

Saturday, February 9, 2013
10:00 a.m.    Program
11:30 a.m.    Q&A
Kirk of Kildaire Church
200 High Meadow Dr.
Cary, NC 27511
[ Map This Location ]
At the Door Registration
Everyone, $5
No Refunds

  Special Interest Groups (SIGs)

Investment Income subgroup meets the first Saturday of the month.
Portfolio Management subgroup meets the third Saturday of the month.
Options subgroup meets the fourth Saturday of the month.
All three meet at 9:30 a.m. at Panera Bread, 7840 Alexander Promenade Place across from Briar Creek Mall. Directions at

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