Complimentary for Members

August 27, 2026

Live Webcast

NYSED 1
•
NASBA 1

The Continuing Saga of the 4% Rule: Creating & Managing a Retirement Withdrawal Plan - Tech Session

August 27, 2026
Live Webcast
NYSED 1
•
NASBA 1

The Continuing Saga of the 4% Rule: Creating & Managing a Retirement Withdrawal Plan - Tech Session

  • Instructor

    William
    Bengen

William P. Bengen first developed the 4% withdrawal rate as a rule of thumb for retirement spending in 1994. Now Bengen himself is retired and able to offer insights on everything he has learned about retirement saving and spending over the years.

Learning Objectives

  • Develop a withdrawal plan using the latest understanding of related factors.
  • Evaluate the long-term viability of a withdrawal plan.
  • Modify a withdrawal plan by determining when and how adjustments should be made.

Major Topics

  • Withdrawal planning fundamentals
  • Long-term plan sustainability
  • Withdrawal plan adjustments

CPE Credits Available

NYSED 1
NASBA 1
1
Advisory Services (NYSED) - NYSED
1
Specialized Knowledge (NASBA) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Intended Audience

Tax professionals who serve individual clients CPA financial planners and other professional financial planners Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services.

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