Webinar Registration

Guided Spending Rates: Rethinking “Safe” Initial Withdrawal Rates

Thursday, May 8, 2025 at 12:00 PM ET

Managing Director, Portfolio Manager and Head of Retirement Research

David Blanchett, PhD, CFA, CFP®

PGIM DC Solutions

Join David Blanchett to learn a fresh perspective on how to estimate optimal portfolio withdrawal rates for retirement by integrating spending flexibility (i.e., dynamic withdrawals) and an outcomes metric that better captures the anticipated retiree sentiment regarding various potential outcomes. By more accurately incorporating retiree decisions and preferences, these “guided spending rates” are notably higher than the conventional “4% Rule” and be used by advisors and retirees as a more realistic target for spending levels during retirement.

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