Portfolio Withdrawal Calculator

See how long your retirement portfolio will last — updates as you type

Your Information

Starting Portfolio Balance ($)

Monthly Withdrawal ($)Amount withdrawn each month

Expected Annual Return (%)

Annual Inflation Rate (%)Withdrawals increase by this amount yearly

The 4% Rule: Withdrawing 4% or less of your portfolio annually gives a high probability of lasting 30+ years in retirement.

Results

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Portfolio Lasts

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Total Withdrawn

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Withdrawal Rate

Portfolio Balance Over Time

Healthy

Caution

Low

This calculator is for educational and illustrative purposes only and does not constitute investment advice. Results are hypothetical. Actual returns will vary and are not guaranteed. Consult a qualified financial advisor. Dauble+Worthington Equity Portfolios is a Registered Investment Advisor in Evansville, IN.