Retirement Withdrawal Strategy Calculator

FREE

Compare the 4% rule, dynamic withdrawals, and conservative strategies to preserve your wealth

Investment & Retirement

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✓Upload your investment statements - AI auto-extracts portfolio balances across all accounts
✓Ask AI Copilot: "Should I use Roth or Traditional accounts first?" for tax-efficient withdrawal sequence
✓Model Monte Carlo simulations to see success probability across market conditions
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Enter your data to calculate

✓Upload your investment statements - AI auto-extracts portfolio balances across all accounts
✓Ask AI Copilot: "Should I use Roth or Traditional accounts first?" for tax-efficient withdrawal sequence
✓Model Monte Carlo simulations to see success probability across market conditions
✓AI suggests optimal withdrawal order from taxable, tax-deferred, and tax-free accounts
✓Factor in RMDs (Required Minimum Distributions) starting at age 73
✓Get alerts if your withdrawal rate exceeds safe guidelines based on market performance

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