LONG-TERM SAVING SCENARIOS

Retirement Income Scenario Calculator

Estimate annual portfolio income from a balance and a withdrawal percentage you choose.

Enter your details

Change any assumption, then calculate your estimate.

Free to use

Review your result

Your result

Ready when you are.

Enter your values and select Calculate. Your result stays on this device.

How it works

Result = entered amount × entered percentage ÷ 100.

Assumptions

The result only reflects the amount and percentage you enter; it does not verify a product, contract, jurisdiction, or eligibility.

Use case

retirement income calculator: a clear planning check

Estimate annual portfolio income from a balance and a withdrawal percentage you choose. The stated formula, assumptions, and result limits remain visible so the calculation can be checked in context.

Use a clear retirement income calculator scenario with values you can verify before relying on the result.

Source and update

Last reviewed: 2026-08-10

IRS — retirement plans and contribution guidance

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