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RetirementWithdrawals·Apr 28, 2026

The 4% Rule Is Dead — Here's What's Replacing It

Modern retirees need a dynamic withdrawal plan, not a fixed number. The new guardrail approach explained.

The guardrails approach

Set starting withdrawal at 5%. If portfolio drops so withdrawal rate exceeds 6%, cut spending 10%. If portfolio grows so withdrawal rate falls under 4%, raise spending 10%.

Bottom line

A modern retirement plan is dynamic spending + bucketed assets, not a single percentage.