Safe Withdrawal Rate Calculator

Estimate annual and monthly withdrawals from a portfolio using a chosen withdrawal rate.

Portfolio value ($)

Annual withdrawal rate (%)

Estimated tax rate on withdrawals (%)

Result

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Gross annual withdrawal—

Gross monthly withdrawal—

Estimated annual after-tax amount—

About this calculator

Estimate annual and monthly withdrawals from a portfolio using a chosen withdrawal rate.

This calculator provides an estimate for educational planning and does not replace individualized financial, tax, investment, retirement, or legal advice.