If you retired at the end of 2022, the S&P 500 total rate of return for the three years prior would be 32%, but if you had retired at the end of 2019, the S&P 500 total rate of return for the three years prior would have been 55%. How would your portfolio differ based on this market performance leading up to your exit to retirement?
Hunter and Judson dive into how changing interest rates affect the standard return rates for your retirement savings plans and if you need to reevaluate your projection plan.
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