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Retirement Planning: 6% Rule

Q: In 2008 I choose a annual pension of $55,000 with 50% survivor over a $789,000 lump sum. Was this a good decision as it met your 6% threshold? Using your method of evaluation, I calculate a 6.99% return.

A: There are so many factors that go into giving you’re the “right” advice such as other income sources, risk tolerance, legacy decisions, time horizon, family longevity, etc. However, as a rule of thumb, we use 6% as our benchmark. Nevertheless, there are many times that individuals with different circumstances choose other options.


 

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