193k views
4 votes
You have $500,000 saved for retirement. Your account earns 9% interest. How much will you be able to pull out each month, if you want to be able to take withdrawals for 15 years?

1 Answer

0 votes

To calculate the monthly withdrawals you can make from your retirement savings for 15 years, you can use the formula for the monthly payment of an annuity:

=

(

1

+

)

(

1

+

)

1

M=

(1+r)

n

−1

P⋅r⋅(1+r)

n

Where:

M is the monthly withdrawal amount.

P is the principal amount (your savings), which is $500,000.

r is the monthly interest rate, which is the annual interest rate divided by 12 (9% / 12).

n is the total number of payments, which is 15 years * 12 months per year (180).

Now, plug these values into the formula:

=

500

,

000

(

0.09

/

12

)

(

1

+

0.09

/

12

)

180

(

1

+

0.09

/

12

)

180

1

M=

(1+0.09/12)

180

−1

500,000⋅(0.09/12)⋅(1+0.09/12)

180

Calculating this will give you the monthly withdrawal amount:

M ≈ \frac{500,000 \cdot 0.0075 \cdot (1.0075)^{180}}{(1.0075)^{180} - 1} ≈ \frac{3,750 \cdot 7.186}{6.186} ≈ \frac{26,922.75}{6.186} ≈ $4,354.07

So, you can withdraw approximately $4,354.07 per month to make your savings last for 15 years, assuming a 9% annual interest rate.

User Frank Gambino
by
7.8k points