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SWP Calculator

Plan your retirement withdrawals with our systematic withdrawal plan calculator. See how long your corpus lasts based on expected returns and monthly withdrawal amounts.

Parameters

$
$
%
Yrs

Results Summary

Years Covered
30
Total Investment
$5,000,000
Total Withdrawn
$10,800,000
Remaining Value
$9,967,865
Mathematical Formula

This calculator determines the results based on the following standard financial formula for SWP Calculation:

Balanceₙ = Balance₍ₙ₋₁₎ × (1 + r) - Withdrawal; Portfolio sustainability over time

Variables Glossary

Years Covered
Number of years withdrawals are sustainable
Total Withdrawn
Cumulative amount withdrawn over the period
Remaining Value
Corpus value remaining at the end of the period

SWP calculates how long your investment corpus will sustain regular withdrawals. The remaining balance continues to earn returns, and the corpus depletes when withdrawals exceed the growth rate.

Frequently Asked Questions
What is a Systematic Withdrawal Plan (SWP)?

A Systematic Withdrawal Plan (SWP) allows you to withdraw a fixed amount from your investment at regular intervals (usually monthly). It is commonly used by retirees to generate a regular income stream from their corpus while the remaining amount continues to earn returns.

How do returns affect SWP sustainability?

Higher returns make your corpus last longer. If your withdrawal rate exceeds the return rate, your corpus will eventually deplete. The SWP calculator helps you find the optimal withdrawal amount to make your savings last as long as you need.

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