Safe Withdrawal Rate
How much can you spend each year without running out?
The classic "4% rule"
From a famous 1994 study (Bengen). For a 30-year retirement, withdraw 4% of your initial portfolio in year 1, then adjust for inflation each year. Historically — high success rate.
Example: $1,000,000 portfolio. Year 1: take $40,000. If inflation is 3%, year 2: $41,200.
Updated thinking
- 3.3-3.7% may be safer for current low-yield environment, says Morningstar 2024.
- 5-5.5% may be okay if you start a "guard rails" plan — flex up/down based on market.
- For longer retirements (40 years), lower the starting rate to 3-3.5%.
- Social Security delays let you withdraw more from portfolio early because larger SS check arrives later.
Bucket strategy — popular alternative
Split retirement money into 3 buckets:
- Bucket 1 (1-2 years of expenses) — cash + money market. Spend from this.
- Bucket 2 (3-7 years) — bonds and bond funds. Refill bucket 1.
- Bucket 3 (8+ years) — stocks. Long-term growth. Refill bucket 2.
If stocks crash, you don\'t sell — you spend from buckets 1 and 2 while stocks recover.
Order of withdrawal — taxes matter
For a couple with traditional IRA + Roth IRA + taxable brokerage, conventional wisdom:
- Spend taxable brokerage first (uses up old gains, makes room for withdrawals).
- Then Traditional IRA / 401(k) (forced withdrawals start at 73 anyway).
- Save Roth IRA for last (no RMDs, tax-free heir money).
Real strategies are more nuanced — Roth conversions in 60s can save lots of tax later. Run by a fee-only advisor.
Free tools
- Empower (free) — has retirement planner with Monte Carlo simulation.
- Vanguard Retirement Planner — free for account holders.
- Schwab Retirement Calculator.
- Fidelity Retirement Score.
- FIRECalc (firecalc.com) — historical simulation for any spending plan.
Get a real plan
For decisions this big, pay a one-time fee-only fiduciary advisor ($1,000-3,000). They build a 30-year plan accounting for Social Security, inflation, taxes, RMDs, healthcare. Worth far more than the fee. Find at NAPFA.org.