What's a safe amount to withdraw?
Turn your balance into a yearly paycheck that can last the whole plan.
Sustainable yearly income
$51,604/year
$4,300 per month
From $750,000, you could draw about $51,604/year ($4,300/month) and have it last 30 years at a 5.5% return. The well-known 4% rule of thumb would suggest around $30,000/year.
Simplified illustration for conversation. Assumes a steady return and level withdrawals; it does not account for market ups and downs in early retirement. Not tax, legal or investment advice.
