Calculate how much you can safely withdraw from your retirement savings each year using the 4% rule and other strategies.
Total value of retirement investments
Percentage withdrawn annually (4% is traditional)
How many years you expect to be in retirement
Expected return on remaining portfolio balance
Determine a sustainable withdrawal amount from your retirement portfolio. The traditional 4% rule suggests withdrawing 4% of your portfolio annually, adjusted for inflation.
Estimate monthly savings needed to reach your retirement goals.
Estimate your pension benefits from years of service and salary history.
Find out when you can achieve financial independence and retire early.
Combine all income sources to estimate your total retirement income.
Project your 401(k) balance at retirement with employer matching.
Estimate your Social Security benefits by claiming age and earnings.
