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Ascension Financial Advisors

What Is the 4 Percent Rule?

The 4% rule is a common guideline for how to withdraw money from your retirement portfolio — here’s how it works.

904-452-4813
25 North Market Street, Suite 114
Jacksonville, FL 32202

Investment advisory services offered through Florida Financial Advisors, LLC (“FFA”). Securities offered through Trinity Wealth Securities, LLC (“TWS”), Member FINRA/SIPC. Insurance services offered by Florida Financial Insurance, LLC (“FFI”) d/b/a Florida Financial Insurance Agency Services. FFA, TWS and FFI are affiliated through common ownership. Ascension Financial Advisors is a separate legal entity from and is not an affiliate of FFA, TWS or FFI. Securities and insurance products are: NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL • NOT INSURED BY ANY STATE OR FEDERAL AGENCY. No content published here constitutes a recommendation of any particular investment, security, a portfolio of securities, transaction or investment strategy or an offer to buy any securities and may not be relied upon in connection with any offer or sale of securities. Hyperlinked or referenced third-party content is not under the control of FFA, TWS, FFI or AFA and it is not responsible for, nor does it certify or endorse, such content or site.

Tax-managed investing does not equate to comprehensive tax advice, is limited in scope and not designed to eliminate taxes in an account, and (like any investment strategy) subject to risks. FFA, TWS, FFI or AFA do not provide legal advice or tax services. Please consult your legal or tax professional regarding your specific situation.

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