How Much Retirement Paycheck Can My Portfolio Support?

See the sustainable monthly income your portfolio can produce, under three withdrawal strategies.

Portfolio balance at retirement

Age you'll start withdrawing

Planning horizon (age funds should last to)

92

Expected annual return (net of inflation)

5%

Withdrawal strategy

Conservative (3.3%) Classic 4% Dynamic 5%

Include leaving a legacy?

No: spend it all Yes: preserve principal

Sustainable Income

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Monthly paycheck (pretax)

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Annual withdrawal

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Withdrawal rate

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Years the portfolio lasts

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Ending balance at horizon

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Legacy for heirs

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Includes tax-efficient withdrawal sequencing for real dollars in your pocket.

Ready to See What a Clear Plan Could Look Like for You?

If you’ve got 20 minutes and want an honest conversation about your retirement income and tax picture, let’s find out if we’re the right fit.