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Retirement portfolio target calculator
Convert an annual withdrawal budget into a simple portfolio target.
Calculate your scenario
This is an arithmetic target, not a safe-withdrawal recommendation. It does not model longevity, inflation, market sequences, taxes or other income.
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How this tool works
Convert an annual withdrawal budget into a simple portfolio target.
This is an arithmetic target, not a safe-withdrawal recommendation. It does not model longevity, inflation, market sequences, taxes or other income.
Change the assumptions and compare scenarios. Results are mathematical estimates and do not account for every tax, fee, market condition or personal circumstance.
Research sources & methodology
Original sources and publication references.
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