Retirement Planning Guidelines

Retirement Planning Guidelines

Although it is an American article with references to the social security system, some of the suggestions in this retirement planning article seem sensible and it includes some helpful guidelines to avoid running out of money before you run out of breath.

These include needing 80% of your income when you retire and the 4% rule which is a very rough guide to how much money you can withdraw from your nest egg in retirement in order to make it last. One way to help you figure out how much you need to save is to invert the 4% rule and multiply your desired annual income from your nest egg by 25 e.g. £20k per year would give you £500k.  Read all here. 

Each set of circumstances is different which is why we start the process at Beaufort Wealth Management with a fact find, so we can tailor a plan for you.



About Us

We are a firm of highly experienced independent financial advisers based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

Latest News

Get in Touch

Beaufort Wealth Management Ltd,
7B Tournament Court,
Tournament Field
CV34 6LG
01926 460156

Beaufort Wealth Management Limited is an appointed representative of The Tavistock Partnership Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No: 469862. Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change and individual circumstances. The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. No responsibility is accepted for the accuracy or content of external websites.