Withdrawal Rates

Withdrawal Rate

• Trinity Study
  • wikipedia.org/wiki/Trinity_study
  • 1998 – AP – Retirement Savings: Choosing a Withdrawal Rate That is Sustainable – [Trinity Study], by Philip L. Cooley, Carl M. Hubbard and Daniel T. Walz, published in the AAII Journal, American Association of Individual Investors – 6p
  • 2011 04 – FPANet.org – Portfolio Success Rates: Where to Draw the Line, by Philip L. Cooley, Carl M. Hubbard and Daniel T. Walz., Journal of Financial Planning – https://web.archive.org/web/20110404114854/http://www.fpanet.org/journal/CurrentIssue/TableofContents/PortfolioSuccessRates
• 2022 – AP – The Safe Withdrawal Rate: Evidence from a Broad Sample of Developed Markets – 41p