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Savings Withdrawal Calculator

Calculate how long your savings will last, maximum withdrawal amounts, and remaining balance

Savings Withdrawal Analysis

Total amount currently in your savings account

Amount you plan to withdraw each month

Annual percentage yield (APY) on your savings

Withdrawal Analysis Results

20 years 4 months
Your savings will last
244
Total months
$121741
Total Withdrawn
$21741
Interest Earned
$100000
Principal Used

Withdrawal Analysis

ℹ️ Moderate withdrawal pace. Savings will last 10-30 years.

Example Withdrawal Scenario

Retirement Savings Example

Initial Balance: $500,000

Monthly Withdrawal: $2,000

Annual Interest Rate: 4%

Result: Savings will last approximately 35 years

Safe Withdrawal Rate

The "4% rule" suggests withdrawing 4% annually from retirement savings.

For $500,000: Maximum annual withdrawal = $20,000 ($1,667/month)

This approach aims to preserve capital indefinitely.

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Withdrawal Strategies

4%

4% Rule

Withdraw 4% annually

Conservative approach

%

Interest Only

Withdraw only interest earned

Preserves principal

Dynamic

Adjust based on performance

Flexible approach

Withdrawal Tips

Consider inflation when planning withdrawals

Keep an emergency fund separate

Review and adjust withdrawal rates annually

Account for taxes on withdrawals

Consider sequence of returns risk

Understanding Savings Withdrawal Strategies

What is Savings Withdrawal?

Savings withdrawal refers to the systematic process of taking money out of your savings account to meet ongoing expenses, typically during retirement or periods when you're not earning regular income.

Key Considerations

  • Interest rates affect how long savings last
  • Inflation reduces purchasing power over time
  • Market volatility can impact returns
  • Tax implications vary by account type

Withdrawal Formulas

Future Balance:
FV = PV × (1 + r)^n - PMT × [((1 + r)^n - 1) / r]

Maximum Withdrawal:
PMT = (PV - FV) × r / (1 - (1 + r)^-n)

  • FV: Future value/remaining balance
  • PV: Present value/current balance
  • PMT: Payment/withdrawal amount
  • r: Interest rate per period
  • n: Number of periods

Note: These calculations assume constant withdrawal amounts and interest rates.

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