Tax-Efficient Withdrawal Calculator | USA Financial Calculators

Account Balances

Enter your current retirement account balances

Traditional IRA/401(k) Balance

Roth IRA/401(k) Balance

Taxable Account Balance

Income Sources

Enter your expected retirement income sources

Annual Social Security Income

Annual Pension Income

Other Annual Income

Withdrawal Needs

Enter your expected annual expenses in retirement

Annual Expenses

Personal Information

Enter your personal details

Current Age

Retirement Age

Life Expectancy

Tax Filing Status

State Income Tax Rate (%)

Investment Assumptions

Enter your expected investment returns and inflation rate

Traditional Account Return (%)

Roth Account Return (%)

Taxable Account Return (%)

Inflation Rate (%)

Withdrawal Strategy

Select your preferred withdrawal strategy

Withdrawal Strategy

This calculator provides estimates based on current tax laws and simplified assumptions. Actual results may vary. Consult with a financial advisor for personalized advice.

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