Withdrawal rate calculator

What this calculator is

Tests whether a yearly withdrawal from a corpus lasts for the years you enter, at an assumed return.

How to read the result

If the corpus survives, the rate was supportable on a smooth path. Sequence risk — a fall in the first years — is a different tool.

Please keep in mind

Figures are illustrative, based only on the assumptions you type. They are not a forecast, guarantee, tax computation or a recommendation to buy any product.

What else you can use

• Market crash →
• SWP calculator →