After all your work and planning to build a retirement nest egg, spending should be the easy part.

Unfortunately, today’s economy makes it less than straightforward. You (and your nest egg) must deal with high volatility and unknowns ranging from inflation, interest rate movements, trade wars, tariffs, and more.

Our free guide can help you navigate all the uncertainty, and keep your retirement assets on track, with proven strategies and best practices. Topics in this guide include:

  • Spending 101: Understanding Tax Buckets
  • The 4% Rule
  • Dynamic Spending with the 5% Rule
  • The Yale Spending Rule
  • The Guyton-Klinger Rule
  • The Bottom Line

A Quick Word About Zacks

Zacks Investment Management has been helping investors meet their financial goals since 1992. Currently we are entrusted with billions in assets by investors just like you. These people turn to Zacks because of our ability to create customized portfolios using strategies with a track record of success.