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Portfolio Income Calculator

Estimate sustainable withdrawals from a retirement portfolio.

Annual Income
$40,000
Monthly Income
$3,333
Balance at Year 30
$2,427,262
Success Probability
90%
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What it is

A withdrawal-rate model that projects annual income, remaining balance, and rough success probability across a retirement horizon.

Who it's for

Retirees and near-retirees stress-testing whether a portfolio can support a target lifestyle.

When to use it

Use it when deciding how much to withdraw each year, or when comparing withdrawal strategies against inflation.