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He's also taking out $20k per year, a whopping four percent. Standard in the financial planning industry is that long term retirees need to keep their annual draw down to about 2% to keep their portfolio steady or growing.

So 4% to spend, 5% in real growth, 2% inflation -- 11% nominal gains per year. That's achievable, but he's going to need to be a damn good investor.




Any discussion on early retirement is incomplete without a mention of John Greaney's safe withdrawal rate study: http://www.retireearlyhomepage.com/safesum.html I highly recommend his site.


Why would a retiree need to keep their portfolio growing?




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