Iterative Retirement Withdrawal Sustainability Calculator

Will your nest egg outlast you? This calculator runs a year-by-year simulation of your portfolio, applying investment growth, inflation-adjusted withdrawals, and taxes to estimate how many years your savings will last.

Years Until Portfolio Depleted
Starting balance
Total withdrawn over simulation
Ending balance
Depleted before horizon (1=yes,0=no)

About this calculator

Project how long your retirement savings will last using a year-by-year simulation that accounts for withdrawals, investment growth, and inflation-adjusted spending.

Frequently Asked Questions

How does this simulation work?

It models your portfolio year by year: each year you withdraw an inflation-adjusted amount, then the remaining balance grows at your assumed investment return rate.

Is this the same as the 4% rule?

It's similar in spirit but more flexible — you can test any starting withdrawal amount, return rate, and inflation rate rather than assuming a fixed 4%.

Does this account for market volatility?

No, this uses a constant average return each year. Real markets fluctuate, so consider this a simplified deterministic projection, not a guarantee.