FREE TOOL

Will Your Savings Last in Retirement?

Calculate how long your 401(k) and Social Security will sustain your desired lifestyle. Plan with confidence.

Adjust the variables below to find your optimal withdrawal strategy

4%

The recommended safe withdrawal rate from your retirement savings

30+

Years of retirement our calculator can help you plan for

For informational purposes only. Always consult a financial professional before making investment decisions.

Your Financials

Enter your retirement details to see projections.

Current 401(k) or retirement savings balance
Your expected monthly Social Security benefit
Total monthly income needed in retirement

Income Preview

Your projected income for key retirement years.

Social Security increases with COLA each year • Monthly goal rises with inflation • 401(k) withdrawal is the difference • Balance grows with investment returns • ⚠️ Warning appears when withdrawal rate exceeds 4% rule

Year 1 (2025)

Monthly Goal:

$3,000

Social Security:

$3,627

401(k) Withdrawal:

-$627

-7.52% withdrawal rate

401(k) Balance:

$115.5K

Year 2 (2026)

Monthly Goal:

$3,072

Social Security:

$3,710

401(k) Withdrawal:

-$638

-6.63% withdrawal rate

401(k) Balance:

$132.4K

Year 5 (2029)

Monthly Goal:

$3,299

Social Security:

$3,972

401(k) Withdrawal:

-$674

-4.73% withdrawal rate

401(k) Balance:

$192.6K

Year 10 (2034)

Monthly Goal:

$3,714

Social Security:

$4,451

401(k) Withdrawal:

-$737

-2.95% withdrawal rate

401(k) Balance:

$332.9K

Economic Assumptions

Adjust these values to match your expectations for inflation, Social Security increases, and investment returns.

The 20-year rate of inflation is 2.4%, while Social Security cost-of-living adjustment (COLA) is 2.3%. The S&P500 yields 10.3% in the same period, while bond yields are in the 4.3-4.7% range. Common guidance is a 60/40 stocks/bonds mix, which puts the 20-year return at 8%.

Rate of inflation (%)
SSA cost-of-living adjustment (COLA) (%)
Expected investment return (%)