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4% Rule Retirement Calculator

Find your FIRE number, test portfolio survival, and see year-by-year projections.

Your Situation
Your total yearly spending in retirement
Growth Assumptions
Portfolio growth before withdrawals (nominal)
Used to inflate withdrawals each year

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Your FIRE Number
4% of Portfolio
Withdrawal Rate
Portfolio Lasts

Portfolio Value Over Time

Year-by-Year Projection

Year Start Balance Growth Withdrawal Real Withdrawal End Balance

How this works

  • 4% Rule: The "safe withdrawal rate" from the Trinity Study — withdraw 4% of your initial portfolio each year, adjusted for inflation, for a 30-year retirement.
  • FIRE Number: Annual Expenses ÷ 0.04 = the portfolio you need to retire.
  • Withdrawals: Your year-1 withdrawal is your annual expenses. Each subsequent year it increases by inflation rate.
  • Returns: Your portfolio grows at the expected return rate before each year's withdrawal.
  • Real Withdrawal: The inflation-adjusted value of each withdrawal in today's dollars.
  • This is a simplified deterministic model. Actual results depend on sequence of returns risk. Consult a financial advisor.
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