4% Rule Update

4% Rule Update

Faculty Member Wade Pfau Landscape Photo
Wes Moss, InvestmentNews
February 4, 2019

Those of us who have been in the financial advisory business for years can sometimes take established rules of thumb for granted – so much so that the nuances of such guidelines may get lost.

Take the 4% rule. When I started talking more about this ubiquitous rule last year, I performed my own informal survey. Over the course of a month, I asked several financial advisers if they knew the rule. Most indicated that they were indeed familiar with this guideline. But when pressed, many of those money "pros" were unable to articulate the rule's details and intricacies.

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