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Commentary

How Inflation and Valuation Affect Safe Withdrawal Rates

Bill Bengen builds off his groundbreaking 1994 research that led to the creation of the 4% rule.

Prolific researcher Bill Bengen joins The Long View to discuss his new research breakthroughs on safe withdrawal rates. 

Hear more about the CAPE Ratio, new ways to look at withdrawal rates, and what inflation means for people early in their retirement from Bengen's conversation with Morningstar's Christine Benz and Jeff Ptak: