Determining a Safe Withdrawal Rate

One of the most important and pressing questions for any retiree, or someone approaching retirement is what is a safe withdrawal rate?

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DISCLOSURES:

Please pause the video to read all important disclosures related to performance data, including the limitations of hypothetical or back-tested results, the assumptions used, and other inherent risks. Charts and tables shown in this video may also be accessed in the 'Videos' section above.

These videos are provided for informational purposes only and should not be construed as a solicitation, recommendation, or endorsement of any particular security, product, or service, nor should they be considered investment or tax advice. Investing involves risks, including potential loss of principal, and there is no guarantee that any investment strategy will be successful. Past performance is not indicative of future results, and no investment decisions should be based solely on the content of these videos.

This Risk Capacity Survey is designed as an exploratory and educational tool to help assess general preferences and habits related to risk tolerance and investment strategies. The results are not intended to provide personalized financial advice or guarantee specific outcomes. Historical performance data referenced in the survey is hypothetical and based on assumptions that may not apply to future results. Before acting on any information or results provided, please consult with a licensed financial advisor to receive tailored advice based on your unique financial situation. Any personal information provided in connection with the survey will be used solely for connection with an advisor and handled in accordance with our privacy policy.

Hypothetical or back-tested performance is provided solely for illustrative purposes and does not represent actual trading or the performance of any specific client account. Hypothetical performance is achieved through the application of models or strategies applied in hindsight and is subject to significant limitations. Assumptions used in calculating hypothetical performance may not reflect actual market conditions or material economic and market factors that could affect results.