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Retirement withdrawal calculator

Your numbers

Amounts in today’s US dollars.

Example with default inputs. Enable JavaScript or reload to use the interactive calculator.

Inputs and assumptions

Include any taxes paid from the withdrawal, in today’s dollars.

Adjust assumptions

Effective annual return before inflation, after investment fees.

Inputs reset on reload.

Estimated withdrawal coverage

24 years, 9 months

Of full monthly withdrawals

Balance after 30 years
$0
Total funded withdrawals
$1,190,187
Monthly withdrawal for 30 years
$3,424

Your savings over time

Today’s dollars. Values rounded to the nearest dollar.
YearSavings
0$1,000,000
1$966,255
2$932,015
3$897,275
4$862,026
5$826,261
6$789,973
7$753,154
8$715,796
9$677,892
10$639,433
11$600,410
12$560,817
13$520,645
14$479,884
15$438,527
16$396,565
17$353,989
18$310,790
19$266,958
20$222,485
21$177,361
22$131,577
23$85,123
24$37,989
25$0
26$0
27$0
28$0
29$0
30$0

Withdrawals occur at the beginning of each month and rise with inflation. All results use today’s dollars. The monthly estimate spends down to zero over your horizon; it is not a safe withdrawal recommendation.

How this is calculated

How this calculator works

Fidelity on how long savings may last

Monthly withdrawal = starting savings ÷ present value factor for beginning-of-month payments

Dollar inputs and results use today’s purchasing power. The effective real monthly return is ((1 + annual return) / (1 + inflation))^(1/12) − 1. Returns are constant and should be entered after fees.

Withdrawals occur at the beginning of each month, starting now. The remaining balance then earns that month’s return. Withdrawals increase in nominal dollars with inflation to keep purchasing power constant.

Coverage counts full monthly withdrawals. Any remaining money partially funds the next withdrawal; subsequent spending is unfunded. A zero balance is never allowed to turn into negative savings.

The monthly amount for your chosen horizon uses an annuity-due calculation and rounds down to a whole dollar. Before rounding, it uses up savings at the end. It assumes constant returns and no legacy balance. A result that lasts through the horizon says nothing about years beyond it.

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