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Retirement withdrawal planning determines safe annual withdrawal amounts from retirement savings using the 4% rule or other methods. Balances immediate income with long-term portfolio sustainability.

Formule

4% Rule: Annual withdrawal = Portfolio value × 0.04

Stapsgewijze handleiding

  1. 1Enter retirement portfolio value
  2. 2Apply withdrawal rate (4% is common)
  3. 3Adjust for inflation and portfolio growth annually

Uitgewerkte voorbeelden

Invoer
Portfolio: $1M, Rate: 4%
Resultaat
Annual withdrawal: $40k
Adjusted for inflation each year

Veelgemaakte fouten om te vermijden

  • Using fixed dollar amount without inflation adjustment
  • Withdrawing too aggressively in poor market years

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