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What Happens to Your 401(k) If the Market Drops 20%?

Market volatility is a normal part of long-term investing, but a sudden 20% drop can feel anything but normal.

Historically, the S&P 500 has experienced multiple drawdowns of 20% or more, including during 2008, 2020, and other economic slowdowns. While markets have eventually recovered over time, short-term losses can be unsettling, especially for those close to retirement.

(Source: Historical S&P 500 performance data; Morningstar and Vanguard investor research.)

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What a 20% Drop Means in Real Dollars

If you have:

  • $100,000 invested → A 20% drop reduces it to $80,000
  • $500,000 invested → A 20% drop reduces it to $400,000
  • $1 million invested → A 20% drop reduces it to $800,000

The loss only becomes permanent if investments are sold during the downturn.

The Risk for Near-Retirees

Younger investors often have time to wait for recovery. But those approaching retirement face what financial planners call “sequence-of-returns risk”, where early losses during retirement can impact long-term income stability.

Diversification and withdrawal strategies matter significantly in these scenarios.

The Bigger Picture

While market corrections are normal, they highlight the importance of:

  • Asset allocation
  • Emergency savings
  • Risk tolerance
  • Long-term perspective

For investors, the key question is not whether markets will decline, but how prepared they are when they do.

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