Requirements for Retirement (Present Value $)
| Asset | Amount |
|---|
| Portfolio | |
| Savings | |
Strategy: Withdraw from savings first (income you need), then from portfolio at the safe withdrawal rate.
Savings will last years. Portfolio will last 15-30 years, depending on your simulation length.
* Disclaimer: Not financial advice. Please consult with a qualified professional if you wish to seek advice. This is a very rough calculation. Taxes are not considered.
* Calculate Safe Withdrawal Rate:
Monte Carlo Simulation - Portfolio Visualizer
* No interest is earned on savings.