How Long Will My Money Last? 2026

Enter your current savings balance, monthly withdrawal amount, and expected investment return. See exactly when (or if) your money runs out.

$
$
%
Conservative: 4-5%  |  Moderate: 6-7%  |  Aggressive: 8-10%
%
37 yrs
Money Lasts Until Age
Balance depleted around year 2062
6.0%
Annual Return
$1,667
4% Rule Safe Monthly
$2,500
Forever Threshold
Starting Balance$500,000
Monthly Withdrawal (Year 1)$2,500
Annual Withdrawal (Year 1)$30,000
Withdrawal Rate6.0%
Inflation-Adjusted Monthly (Yr 20)$4,515
Years Until Depletion37 years

The 4% Rule Explained

The 4% rule comes from the Trinity Study (1998), which found that a portfolio of 50-75% stocks could sustain a 4% initial withdrawal rate (inflation-adjusted) for 30 years with over 95% success historically. For a $500,000 portfolio, this means $20,000/year or about $1,667/month.

What Can Make Your Money Last Longer

  • Delay Social Security to age 70 — replaces $1,000-$2,000+/month of withdrawals
  • Part-time income even for 5-7 years cuts the portfolio draw dramatically
  • Flexible spending — reduce withdrawals in down-market years
  • Bond/cash buffer — keep 1-2 years of expenses in cash to avoid selling stocks in downturns