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Retirement Safe Withdrawal Rate Calculator

Calculate sustainable annual withdrawal amounts from your retirement portfolio to avoid running out of money.

Calculation Inputs

Calculation Results

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Enter inputs on the left and click Calculate to view results.

Formula & Methodology

Annual Withdrawal = Portfolio × Rate%; simulate balance over retirement years

The 4% withdrawal rate has historically sustained portfolios for 30+ years based on the Trinity Study.

Frequently Asked Questions

Is the 4% rule still safe?

With today's valuations, some experts suggest 3-3.5% for 40+ year retirements. 4% remains solid for 30-year periods.