UtilsKit

Retirement Burn Rate Calculator

Visualize your retirement asset depletion curve and predict when your retirement funds will run out to help you plan ahead.

Retirement Burn Rate Calculator
Basic Information
Financial Information

Include all assets: bank deposits, stocks, investment accounts, retirement funds

Include all expenses: living costs, medical, entertainment, etc.

Financial Assumptions

Inflation Rate: 2%

Long-term average inflation rate in Taiwan is about 2%

Annual Investment Return Rate: 4%

Conservative allocation: 3-4%, aggressive allocation: 6-8%

Retirement Withdrawal Calculator: How Long Will Money Last?

What is the Retirement Calculator?

Retirement Withdrawal Calculator answers the terrifying question: "Will I run out of money before I die?"\n\nBased on the famous Trinity Study (4% Rule), this tool simulates your portfolio's longevity. It considers your Total Nest Egg, Annual Spending (Burn Rate), and anticipated Investment Returns vs Inflation.

Who Needs This Tool?

1. Retirees: Managing withdrawals.\n2. FIRE Movement: Planning early retirement.\n3. Late Starters: Checking if they need to work longer.

The Variables

1. Burn Rate: How much you spend per year. Lowering this is more powerful than increasing returns.\n2. Inflation: The silent killer. $50k/year today will need to be $100k/year in 20 years.\n3. Sequence of Returns Risk: A market crash right after you retire is dangerous.

Output

A graph showing your balance over time. If the line hits zero before age 90, you are in the danger zone.

Strategies

1. The 4% Rule: A safe withdrawal rate is historically around 4%.\n2. Dynamic Withdrawal: Spend less in bear markets to preserve capital.\n3. Side Hustle: Small income drastically reduces portfolio strain.

FAQ

Q1: Does this include Social Security?

You should subtract SS income from your 'Annual Spending' need to get the 'Net Withdrawal' amount.


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