Safe Withdrawal Rate Calculator

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Your safe withdrawal rate determines how long your retirement portfolio will last. This calculator computes your current withdrawal rate and compares it to the widely accepted 4% guideline. It also shows what your annual withdrawal will need to be in 25 years after adjusting for 3% annual inflation.

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Enter Your Measurements

Results

Withdrawal Rate

4.00

%

Monthly Withdrawal

3,333.33

$

Inflation-Adjusted Need in 25 Years

83,751

$

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Formula

Withdrawal Rate = Annual Withdrawal / Portfolio Value × 100 Inflation-Adjusted (25 yr) = Annual Withdrawal × (1.03)^25

How to Use This Calculator

How to Use

  1. 1

    Enter your total invested portfolio value at retirement.

  2. 2

    Enter your planned annual spending in retirement.

  3. 3

    Review your withdrawal rate — under 4% is generally considered sustainable for a 30-year horizon.

  4. 4

    Check the inflation-adjusted figure to understand future purchasing power needs.

Frequently Asked Questions

Frequently Asked Questions

Is the 4% rule still valid?

The 4% rule has held up well historically, but some researchers now recommend 3–3.5% for early retirees with longer horizons or in low-return environments. It remains the most widely cited retirement planning guideline.

What withdrawal rate is too high?

Withdrawal rates above 5–6% significantly increase the risk of portfolio depletion, especially in early retirement years with poor market returns (sequence-of-returns risk).
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About This Calculator

This calculator uses the formula: Withdrawal Rate = Annual Withdrawal / Portfolio Value × 100 Inflation-Adjusted (25 yr) = Annual Withdrawal × (1.03)^25. All calculations follow industry-standard methods. Results are estimates — always verify with a licensed professional for structural or code-compliant work.

Built and maintained by the CalcSmart team. Last updated March 2026.

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