The question behind the question
"How much can I spend?" sounds like it should have one answer, and it has at least three. Not because anyone is confused, but because the question quietly contains a second one: how much certainty do you want? A plan that could not fail even in the worst run of markets on record will hand you a smaller number than a plan that assumes things go averagely. Both are honest. They are priced differently.
So rather than pick for you, this calculator runs all three and shows what each one costs. That is the whole design. The most useful thing here is not any single figure; it is the size of the gap between them.
The formula
the rule: first-year spending = savings × rate
spending down: spending = savings × r ÷ (1 − (1 + r)−n)
One convention worth stating, because it changes the answer: the withdrawal comes out at the start of each year and what is left grows behind it. That is how retirement actually works, and it is not the end-of-period convention a loan uses. Using the loan version here would overstate what you can spend by a factor of (1 + real return), which on the worked example below is $1,428 a year, every year, for thirty years.
Everything runs in today's money, which is what the first line is for. Note that a 6% return against 3% inflation is not a 3% real return; it is 2.91%, because you divide rather than subtract. It is a small difference in one year and a large one over thirty. The third line is the ordinary annuity payment formula, the same arithmetic that sets a mortgage payment, pointed the other way: instead of paying a balance down to zero, you are drawing one down to zero.
Worked example
$1,000,000 saved, needs to last 30 years, 6% return, 3% inflation.
Real return: 1.06 ÷ 1.03 − 1 = 2.91%.
The 4% rule gives $1,000,000 × 4% = $40,000 in year one, or $3,333 a month, rising with inflation thereafter. On these assumptions it would actually last about 43 years, and after 30 years it leaves roughly $435,287 unspent.
Spending it down to exactly zero over those 30 years allows $49,017 a year instead. That is $9,017 more every single year, about 23% more income.
Taking 4% of the balance each year starts at the same $40,000, can never run out, but drifts down to about $27,814 a year by year 30.
What that $435,287 actually is
Look again at the first row. On perfectly ordinary assumptions, the 4% rule finishes thirty years with more than four hundred thousand dollars still sitting there. It is worth being clear about what that money is, because it is easy to read it as a bonus.
It is the premium you paid for the guarantee. The 4% figure was set by asking what survived a 1966 retirement, which ran straight into a decade of poor real returns and is the worst starting point in the American record. Sizing your whole retirement to that worst case is a completely reasonable thing to do. But the cost is not abstract: it is $9,017 a year of spending you did not do, for thirty years, so that you would still have been fine if the 1970s had happened to you.
Some people will read that and feel reassured. Others will realise they have been under-spending their own life to insure against something that mostly did not happen. Both reactions are sensible, and the number is the same either way. We would rather show it to you than quietly leave it out.
Why the safe rate is so far below the return
If your portfolio really returns 2.91% after inflation, why is 4% considered aggressive? Because while you are withdrawing, the order of your returns starts to matter, and it did not matter at all while you were saving.
Two retirements with identical average returns can end completely differently depending on when the bad years arrive. If a big fall lands in year two, you are selling shares into it to fund your spending, and those shares are gone before the recovery. If the same fall lands in year twenty-five, most of your withdrawals have already happened and the damage is far smaller. This is called sequence of returns risk, and it is the entire reason a safe withdrawal rate sits well below an average return rather than at it.
It is also why the third method behaves so differently. Taking a fixed percentage of whatever is left can never empty the account, because you are always taking a share of something. The market can cut your income sharply, but it cannot take it to zero. That is a genuinely different kind of safety from the one the 4% rule offers, and which of the two matters more depends on whether your bigger fear is running out of money or running out of income.
Three things this calculator does not know
Your tax bill. Deliberately left out, because the honest answer depends on which accounts you draw from and in what order, and a plausible-looking wrong tax number is worse than an obvious gap. For many retirees tax is among the largest single expenses, so this is the place a real adviser earns their fee.
That spending is not flat. The assumption everywhere here is a steady inflation-adjusted amount for life, which is tidy but not what people actually do. Real spending tends to be highest in the early active years, drift down through the seventies, and then rise again with health and care costs. A flat line is a reasonable average of a shape that is not flat.
Anything about you. Whether 4% or 5% is right for you depends on how much of your spending is essential, whether you have a pension floor underneath it, how you would react to a 30% fall, and how long you might live. Those are not arithmetic questions, and a calculator that pretended otherwise would be overselling itself. Use these numbers to work out which questions to ask, then go and ask them.