Retirement Withdrawal Calculator

Project an inflation-adjusted monthly withdrawal from a starting retirement balance over a finite horizon.

Method checked 2026-09-15 · Methods & sources · Examples are estimates, not current offers or quotes.

Your inputs

Example values are editable assumptions. Enter your own numbers.

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Your estimate

Fill in the inputs and select Calculate. Results clear when you change an input so you can compare a fresh estimate.

How this calculator works

Converts the annual return to an effective monthly rate: (1 + annual return)^(1/12) − 1.

Splits the first-year withdrawal into 12 monthly withdrawals.

Increases the annual withdrawal by the stated inflation assumption each year and projects only the selected finite horizon.

Worked example

Worked example: with $1,200, a $2,400 first-year withdrawal, 0.00% return, and 0.00% inflation, the account reaches $0 in month 6 and only $1,200 of $2,400 scheduled withdrawals are received.

Common questions

Is this a safe withdrawal recommendation?

No. It is an assumption-driven finite projection, not a recommendation or a plan-specific distribution calculation.

Why is the monthly rate not annual return divided by 12?

The tool uses the monthly rate that compounds back to the annual return assumption.