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What Your Nest Egg Can Pay in Retirement: 4% Rule Benchmarks and a Guardrails Option

Advisers recommend a 12-month spending audit to match withdrawals with fixed income such as Social Security.

Overview

  • New analysis applies the 4% rule to balances of $250,000 to $2 million, pointing to first-year withdrawals of $10,000, $20,000, $40,000 and $80,000 with inflation adjustments over 20–30 years at the current 2.9% CPI rate.
  • Experts stress the 4% rule is only a guideline because it omits taxes, fees, market volatility, changes in spending, required minimum distributions and longevity risks.
  • Some planners highlight a guardrails strategy based on Guyton–Klinger research that may permit about a 5% initial draw on $1 million with automatic increases or cuts tied to portfolio performance.
  • Social Security’s average benefit stands at $1,955.48 per month (about $23,465.76 a year), providing a material income component for many retirees.
  • Adviser guidance and recent surveys underscore common pitfalls—cashing out instead of rolling over accounts, over-reliance on tax-deferred savings, poor diversification and failing to update plans—as inflation remains a top worry for many savers.