Retirement Withdrawal Calculator

Model how long your retirement savings will last with monthly withdrawals and investment growth.

Your Situation

Total portfolio value
Amount you'll withdraw each month
Expected investment return %
Expected annual inflation %

Portfolio Longevity in Retirement

One of the biggest concerns in retirement is ensuring your savings last throughout your lifetime. This calculator helps you model whether your portfolio can sustain your desired withdrawal amount.

The 4% Rule and Safe Withdrawal

Financial research suggests the "4% rule" provides a sustainable withdrawal strategy. A $1 million portfolio would support $40,000 in year one, about $41,200 in year two (with 3% inflation), and so on.

Strategies for Sustainability

To ensure your savings last, consider flexible withdrawal strategies: withdraw less in down market years and more in up years. Social Security, pensions, or part-time work can supplement portfolio withdrawals.

Frequently Asked Questions

How do I know if my retirement savings will last?

Use the 4% rule as a starting point. A $1 million portfolio supports $40,000 annual spending.

What is a safe withdrawal rate?

The 4% rule is the most widely cited, historically with a 90%+ success rate over 30-year retirements.

How does inflation affect my retirement?

Inflation erodes purchasing power. If inflation is 3%, your $50,000 withdrawal needs to increase to about $51,500 in year two.

What if my portfolio runs out?

You'll need other income sources like Social Security or part-time work.

Should I adjust withdrawals based on market performance?

Yes, many retirees use flexible strategies, reducing withdrawals in down years.