Morningstar's four part retirement bootcamp will run during July. As content and new recordings become available they will be posted on this page. 

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Module 1: Estimating retirement spending

The first of two modules that will help to estimate the amount of savings needed to support a desired lifestyle in retirement. In this module we have two objectives:

  1. Estimate your retirement savings for the first year of retirement as a foundation to calculate the lump sum needed to retire
  2. Understand the 4% rule as a foundation to estimate your personal withdrawal rate in retirement

Download the presentation

 

 

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