This shows the difference between what comes out of the portfolio and what may be available to spend after estimated taxes.
| Age | Starting Balance | Growth | Gross Withdrawal | Est. Tax | After-Tax Income | Ending Balance |
|---|
| Withdrawal Rate | Gross Annual Withdrawal | Est. After-Tax Annual Income | Est. Monthly After-Tax Income | Est. Years Money Lasts | Est. Age Money Lasts Until |
|---|
More income today can mean less time later. This comparison helps you see how the withdrawal rate changes the timeline.
| Growth Assumption | Gross Annual Withdrawal | Est. After-Tax Annual Income | Est. Years Money Lasts | Est. Age Money Lasts Until |
|---|
Growth assumptions can change how long the money may last, but returns are not guaranteed.