Financial Glossary

Sequence-of-Returns Risk (SORR)

The risk that a market crash early in retirement depletes the portfolio even if the long-run average is fine. Defense: a 2-3 year cash buffer.

Tools that demonstrate this term

Monte Carlo Simulation

Related terms

Safe Withdrawal Rate (SWR)

The annual percent you can withdraw in retirement with low depletion risk. The 4% rule is the classic; longer retirements use 3.25%-3.5%.

Emergency Fund

3-6 months of expenses in accessible cash. The buffer that prevents selling investments at a bottom when something breaks. Built before a single shekel is invested.

All terms in this category

Safe Withdrawal Rate (SWR)FI Number Savings Rate Net Worth Drawdown Sharpe Ratio Market Capitalization Fee Drag

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