How to use this tool
Check the units, enter your values, and run the tool. Results follow the assumptions and method below.
Calculation method
Portfolio target
expenses/(withdrawal/100)Withdrawal rate is a user scenario, not a guarantee of sustainability. Include taxes in annual expenses.
Withdrawal rate is a user scenario, not a guarantee of sustainability. Include taxes in annual expenses.
Enter your values and run the tool to see your result.
Check the units, enter your values, and run the tool. Results follow the assumptions and method below.
expenses/(withdrawal/100)