Bill Bengen

Crypto Investing For Newcomers; Rethinking Retirement Income

Finance / By

This is a preview of Sound Money, Forbes’ free weekly newsletter about pressing issues that matter to your financial well-being: personal finance, investing, taxes and retirement. Click here to get it delivered to your inbox on Thursdays. Year-end investment moves. Getty Images Forbes Investment Guide As we approach the new year, one of your resolutions might be to …

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What Almost Everyone Gets Wrong About The Retirement Distribution 4% ‘Rule’

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Happy senior couple during the meeting with agent or financial consultant, signing some agreement in … [+] the comfortable office Getty Let’s talk about the “4% rule,” originally from Bill Bengen’s seminal retirement distribution strategy research published in the Journal of Financial Planning in 1994.  In his research, Bengen found that historically at that time, you could have taken 4%, adjusted for inflation each year from an investment portfolio of …

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